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An Untapped Life Insurance Market
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The software we use to generate a PensionMax Report is actuarially certified. It determines how much life insurance is needed EVERY year of retirement to be similar to what a pension offers in a survivor benefit.
This accuracy is unparalleled among pension maximization software.
Cost of living adjustments, after tax effects and life expectancy in all retirement years are considered, making our reports the most ethical and respected in the industry.
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Retirees are selecting the largest life insurance policy of their life also known as a Pension Survivor Option. The premium is the reduced pension income they receive.
9 Out of 10 Married Retirees Choose a Survivor Option from their Pension or 401k
Life insurance sales are down and agents and advisors are looking for new opportunities to help their clients. 1/3 of the U.S. workforce is expected to retire in the next 10 years. There has never been a better time for pension maximization.
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