Tercet Retirement Solution®
The Tercet Retirement Solution® is a time-tested, web-based retirement income solution which addresses the unprecedented challenge in the market today of how to derive a growing stream of income from a portfolio of assets. Available through Pershing LLC’s Managed Account Network™, this Systematic Withdrawal Income Program (SWIP) is significantly different from other programs. Tercet can show historical evidence of how income could have been generated while growing principal over time as well.
“Because its safe and secure architecture works on any computer with an internet connection, The Tercet Retirement Solution® is designed to integrate with Broker-Dealer back-office systems.”
Built by advisors to generate up to 6% initial income versus an industry standard—The 4% Rule.
What makes The Tercet Retirement Solution® different?
Its unique approach, utilizing complex algorithms, allows a higher level of income while growing principal over time.
Its patent-pending design, incorporating 34 years of market back testing and ten years of real-world experience, is designed to generate up to 6% in initial annual income while accommodating annual cost-of-living adjustments (COLA).
Its proprietary asset allocation models seek to generate consistently high levels of total return while reducing risk.
Unlike other products, Tercet’s Retirement Solution® lets the advisor and client retain control of the assets.
A High-Performance Solution To Your Clients’ Retirement Income Needs.
Let’s face it — your clients demand and deserve the best from you. The products and services you recommend must be engineered to perform at a high level so that you can take your relationship to the next level.
By partnering with The Tercet Retirement Solution®, you receive the following benefits:
A market-tested methodology designed to generate up to 6% initial withdrawal rates (50% higher than industry standards) while seeking to protect and grow principal over time
An approach to retirement income that helps improve client satisfaction and retention
An alternative to traditional industry income products that can help differentiate your practice and give you an edge over the competition
Comprehensive product training and support from Tercet including ongoing monitoring and evaluation of fund performance
A time-tested, web-based retirement income solution that addresses the growing challenge of how to derive a reliable and growing income stream from a portfolio of assets