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JourneyGuide
Retirement income planning software that models annuities alongside portfolios, for advisors and insurance distributors
Fort Wayne, IN, USjourneyguideplanning.comNot yet confirmed by the company
What it does
JourneyGuide is retirement income planning software for independent advisors, broker-dealers and insurance distributors such as FMOs, IMOs and agencies. It is built around the question of how guaranteed income, including annuities, changes a client's retirement outcome.
Advisors can build plans with clients in the meeting, changing inputs and seeing results immediately from fast simulations. The software models Social Security claiming (including spousal benefits), pensions and annuity income, with current pricing for more than 150 annuity products built in. It stress-tests plans for long-term care costs, early death, early retirement and market losses. The package also includes Reg BI analysis, advisor-branded plans and a branded prospecting video for lead generation.
JourneyGuide AnalytiX is based in Fort Wayne, Indiana and was co-founded by Michael Smith and Jeff Rocke. Independent advisors pay $99 per month; enterprise plans for broker-dealers, carriers and agencies add custom reporting, product and carrier configuration, and compliance disclosures.
Best for
- Serves
- RIAs, Broker-dealers, Insurance
Features
- Interactive retirement income planning
- Annuity pricing for 150+ products
- Social Security optimization
- Longevity and sequence-of-returns stress tests
- Reg BI analysis
- Advisor-branded plans and prospecting video
Pricing and deployment
- Pricing model
- Subscription
- Published pricing
- Independent advisors $99/month; enterprise pricing on request
- Deployment
- Cloud
Coverage from The Daily Network
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