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Domain > www.incomewizardpro.com
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Date
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2023-08-02
50.112.157.129
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2026-02-26
34.211.157.236
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HTTP/1.1 200 OKCache-Control: max-age0, private, must-revalidateCache-control: no-cacheset-cookieContent-Type: text/html; charsetutf-8Date: Thu, 26 Feb 2026 18:30:03 GMTETag: W/32e3528250d44d378bf518c3163238ebReferrer-Policy: strict-origin-when-cross-originServer: nginx/1.12.1 + Phusion Passenger 4.0.60Set-Cookie: _income_wizard_sessionRw6HddmgYFoi5BSb%2BdGFur0GdqEQ9iWT%2BIHPl4pKgyQ7z7%2BivAQ9SfY1hR4MRKP583Gk5y0clClGndkB%2Bos0k%2FUE3A7YcQXboOEfKItpsfvvRtJDv6LG8ibM03hOdsAkmjIElhsqi9b79rxf7ZE%3D--hb%2BPgw9YYozM8K%2Bn--plYQ%2B%2FknQ0eJClLRHxxWHA%3D%3D; path/; secure; HttpOnlySet-Cookie: AWSELB23653DB70878B4930CBFC6253B77163F2D1B55E81583B8E82B493085E0FF04A180238C90B9E53FF6E162CC1CCBA9F80566C68D041F9CA49599E6EE8370B6BB0DB1CA1A9B0D;PATH/Set-Cookie: AWSELBCORS23653DB70878B4930CBFC6253B77163F2D1B55E81583B8E82B493085E0FF04A180238C90B9E53FF6E162CC1CCBA9F80566C68D041F9CA49599E6EE8370B6BB0DB1CA1A9B0D;PATH/;SECURE;SAMESITENoneStatus: 200 OKStrict-Transport-Security: max-age31536000; includeSubDomainsX-Content-Type-Options: nosniffX-Download-Options: noopenX-Frame-Options: SAMEORIGINX-Permitted-Cross-Domain-Policies: noneX-Powered-By: Phusion Passenger 4.0.60X-Request-Id: e4a039f7-42a6-42f9-8d30-03c35f6fa2b2X-Runtime: 0.375428X-XSS-Protection: 1; modeblockContent-Length: 21275Connection: keep-alive !DOCTYPE html>html langen>head>title>IncomeWizard/title>meta nameauthor content>meta charsetUTF-8>meta http-equivX-UA-Compatible contentIEEdge>meta nameviewport contentwidthdevice-width, initial-scale1, maximum-scale1>meta namedescription contentIncome Wizard Finds Best Guaranteed Retirement Income based on your client’s needs. Using Income Wizard you can scan all products available from all carriers and all the facts.Income Wizard finds you which income products, annuities provide the most monthly income for a specific client’s requirements.Income Wizard finds you how to meet a client’s guaranteed monthly income needs with the least premium requirements.>meta namekeywords contentwhat is an annuity,annuity calculator,annuity definition,annuity rates, retirement annuity,immediate annuity,variable annuity,fixed annuity,fixed annuity,fixed index annuity,best annuity rates,deferred annuity,fixed annuity rates,Guaranteed Income, Retirement Calculator>meta namecsrf-param contentauthenticity_token />meta namecsrf-token contentFfmdXYygEQt0EXnvaVp34xM40yyKG8kPKxfiyqqIMSgfNdZ8skzMckcLyOTZA5rrBCAWWAYBGnW1rFIUkVHB2w />link relstylesheet mediaall href/assets/home-af1ff0be0bfa29ca2f2b6cf8786badb50c0d5c86525b3093cb2c7a4ccee6d847.css />link relstylesheet hrefhttps://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.5.0/css/font-awesome.min.css />script srchttps://js.stripe.com/v3/>/script>link hrefhttps://cdn.datatables.net/1.10.19/css/dataTables.bootstrap4.min.css>link hrefhttps://fonts.googleapis.com/css?familyPoppins:100,100i,200,200i,300,300i,400,400i,500,500i,600,600i,700,700i,800,800i,900,900i relstylesheet> script async srchttps://www.googletagmanager.com/gtag/js?idUA-136525047-1>/script>script srchttps://www.google.com/recaptcha/api.js?render6LdLdtIZAAAAAIloIfnWN65RL8pSaKWsJl2U5js5>/script> script> // window.dataLayer window.dataLayer || ; // function gtag(){dataLayer.push(arguments);} // gtag(js, new Date()); // gtag(config, UA-136525047-1);/script>script> // !function(f,b,e,v,n,t,s) // {if(f.fbq)return;nf.fbqfunction(){n.callMethod? // n.callMethod.apply(n,arguments):n.queue.push(arguments)}; // if(!f._fbq)f._fbqn;n.pushn;n.loaded!0;n.version2.0; // n.queue;tb.createElement(e);t.async!0; // t.srcv;sb.getElementsByTagName(e)0; // s.parentNode.insertBefore(t,s)}(window, document,script, // https://connect.facebook.net/en_US/fbevents.js); // fbq(init, 422821168475494); // fbq(track, PageView);/script>!-- noscript>img height1 width1 styledisplay:none srchttps://www.facebook.com/tr?id422821168475494&evPageView&noscript1/>/noscript> -->style typetext/css> .navbar-default .navbar-nav>.open>a, .navbar-default .navbar-nav>.open>a:focus, .navbar-default .navbar-nav>.open>a:hover{ background-color: #fff; }/* .dropdown-menu{ min-width: 290px; } .dropdown-menu{ padding: 20px; } .dropdown-menu .menu .menu-text{ color: #504a4a;font-weight: 600;vertical-align: top; } .dropdown-menu .menu i { font-size: 24px; margin-right: 10px; } .dropdown-menu .menu .menu-text:hover{ color: #ff700a; cursor: pointer; }*/ .btn.btn-sm { padding: 8px 15px !important; color: #fff !important; } .btn.btn-sm.btn-primary:hover{ background: #19456b !important; color: #fff !important; } .btn-orange,.btn-orange:hover{ background: #f08421 !important; border-color: #f08421 !important; } @media (max-width: 767px){ .navbar-nav .open .dropdown-menu.dropdown-hover { padding-left: 30px; } }/style>/head>body data-spyscroll data-offset50 data-target.navbar-collapse>div classpreloader styledisplay: none;> div classsk-rotating-plane>/div>/div>div classwrapper>!-- NAVIGATION LINKS -->nav classnavbar navbar-default> div classnavbar-header> button typebutton data-target#navbarCollapse data-togglecollapse classnavbar-toggle> span classsr-only>Toggle navigation/span> span classicon-bar>/span> span classicon-bar>/span> span classicon-bar>/span> /button> a href/ classnavbar-brand>img classwb-logo src/assets/income_wizard_logo-7ac725fbe99b08564664a3481a7ca3c3cc0ec5e85db5e755bde9962e306814bf.png />/a> /div> div idnavbarCollapse classcollapse navbar-collapse> ul classnav navbar-nav navbar-right navigation-links> li>a href/get_started>GET STARTED/a>/li> li classdropdown> a classdropdown-toggle data-toggledropdown href#>PRODUCTSspan classcaret>/span>/a> ul classdropdown-menu> li>a href/products/fixed-index-annuities>FIA Products/a>/li> li>a href/products/multi-year-guarantee-annuities>MYGA Products/a>/li> /ul> /li> li class>a href/pricing_new>PRICING/a>/li> li>a href/about_us >ABOUT US/a>/li> li>a href/contact_us >CONTACT US/a>/li> li> a href/users/sign_in>SIGN IN/a> /li> !-- li stylepadding: 5px;>a href/users/new_sign_up_form?planstandard&intenttrial classbtn btn-primary btn-sm stylemargin-right: 5px;>7-DAY FREE TRIAL/a>/li> --> /li> /ul> /div>/nav>style typetext/css> #watch-our-vedio.btn{ background: transparent !important; border: 2px solid #ffffff; border-radius: 0px; color: #ffffff; font-weight: 600; letter-spacing: 1px; font-size: 16px; padding: 14px 15px; margin-top: 10px; margin-right: 12px; -webkit-transition: all 0.4s ease-in-out; transition: all 0.4s ease-in-out; } #watch-our-vedio.btn:hover{ background: #fed700 !important; }/style>div classtop-header>div idintro> div classcontainer> div classrow> div classcol-md-12 col-sm-12> h1 class data-wow-delay0.9s>SELL MORE ANNUITIES/h1> h4 class data-wow-delay1.6s>Income Wizard provides superior analytics and data for making decisions about the most suitable product(s) for a particular client’s needs. Using Income Wizard an advisor can scan all products available from all carriers./h4> a href/demo classbtn btn-lg btn-default smoothScroll idmain-page-try-it-btn style text-transform: uppercase;padding: 14px 25px;>Schedule a call/a> !-- a href# classbtn btn-lg btn-default smoothScroll idwatch-our-vedio>Watch our video/a> --> /div> /div> /div>/div>/div>div classyellow-bg>!-- PROGRAM div -->div idprogram classparallax-div padding-80 min-height-600> div classcontainer> div classrow> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> div classdiv-title> h2>Capabilities/h2> /div> /div> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.9s> ul classnav nav-tabs roletablist> li classactive>a href#fday aria-controlsfday roletab data-toggletab>Data/a>/li> li>a href#sday aria-controlssday roletab data-toggletab>GMI™/a>/li> li>a href#tday aria-controlstday roletab data-toggletab>Reports/a>/li> li>a href#report aria-controlsreport roletab data-toggletab>Analytics/a>/li> /ul> div classtab-content> div roletabpanel classtab-pane active idfday> div classcol-md-4 col-sm-6> h3>Data/h3> p>Income Wizard gathers annuity data from published information e.g. annuity prospectuses, fact sheets, sales literature and regulatory filings, among other sources. We use a combination of software tools and professional analysts to extract key information, do quality checks and upload to Income Wizard. We track changes to policies, update the information and keep a historical log of all changes../p> /div> div classcol-md-8 col-sm-6> img src/assets/laptop-7e570178d5528552b00fdafdec6a3cc00bd430c00c5c138cefc47423cdaa669c.png /> /div> /div> div roletabpanel classtab-pane idsday> div classcol-md-4 col-sm-6> h3>GMI™/h3> p>Income Wizard uses GMI™ — the i>guaranteed/i> monthly income — as the baseline for evaluating and comparing the performance of different annuities. Income Wizard calculates an annuity’s GMI given a client’s age, age at first purchase, sex, state and policy type (single/joint). Our analyses show that an annuity’s GMI is a consistent predictor of annuity performance over a wide range of ages and client requirements./p> /div> div classcol-md-8 col-sm-6> img src/assets/gmi-055f30c82d7e2867c5584968f0dfd242cae7784e3d85cee6ee5830dff51e8a4e.png /> /div> /div> div roletabpanel classtab-pane idtday> div classcol-md-4 col-sm-6> h3>Reports/h3> p>Income Wizard generates a number of reports detailing the features of selected annuity products, tables showing projected income over the lifespan of the prospect, scenarios of likely growth and implications for benefit base, withdrawals and contract value, and other data. These tables carry the advisor’s branding: name, company name, address, contact information, date produced and other details../p> /div> div classcol-md-8 col-sm-6> img src/assets/report-0ee2af11be981fa1a782f25b02739a861cd9b00d13495fe7e70fb908dfa9b064.png /> /div> /div> div roletabpanel classtab-pane idreport> div classcol-md-4 col-sm-6> h3>Analytics/h3> p>Income Wizard provides a full set of analytics to help advisors compare alternatives and helpthe client select the product(s) that is most suited to that particular client’s needs and risk profiles. Built-in analytics include projections of account value, changes in benefit base due to changes in account value and the implications for projected income. Additional analytics show the likely range of projected incomes depending on market conditions and product features/p> /div> div classcol-md-8 col-sm-6> img src/assets/analytics-1b6dacb2df7b7b3087ece38194c965f407738be622572264ab0a8c947506c722.png /> /div> /div> /div> /div> /div>/div>/div>!-- PUT INCOME WIZARD TO WORK div-->div idput_on_work classparallax-div padding-80 min-height-600> div classcontainer> div classrow> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> div classdiv-title> h2>Put Income Wizard To Work/h2> /div> /div> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.9s> !-- Nav tabs --> ul classnav nav-tabs roletablist> li classactive>a href#tab1 aria-controlstab1 roletab data-toggletab>INCOME/a>/li> li>a href#tab2 aria-controlstab2 roletab data-toggletab>PREMIUM/a>/li> li>a href#tab3 aria-controlstab3 roletab data-toggletab>OPTIONS/a>/li> /ul> !-- tab panes --> div classtab-content> div roletabpanel classtab-pane active idtab1> div classcol-md-12 col-sm-12> h3>Optimize monthly income for a specified premium/h3> p>strong>Use Income Wizard to find which annuities provide the most monthly income for a specific client’s requirements./strong>/p> /div> div classcol-md-12 col-sm-12> cite>I have a newly retired client with a $660,000 pension at a Fortune 500 company. He mentioned that his monthly pension payment in another 5 years would be $2,300. He came to me inquiring about the potential to earn more income from his pension. His current cash value in the pension was $450,000. I plugged this into Income Wizard and found that he could have a GMI of almost $3,200/month, or almost a thousand dollars more than his company pension./cite> /div> /div> div roletabpanel classtab-pane idtab2> div classcol-md-12 col-sm-12> h3>Optimize premium amount for a specified income /h3> p>strong>Use Income Wizard to find how to meet a client’s guaranteed monthly income needs with the least premium requirements./strong>/p> /div> div classcol-md-12 col-sm-12> cite>Clients of mine — husband is 60, wife’s 58 — came into an inheritance. They plan to take Social Security in 7 years, when husband is 67, but felt they needed at least $2,000 per month as guaranteed income. Using Income Wizard, we were able to find a policy that would give them $2,000 guaranteed for $280,000, substantially below other policies they had been quoted! — An advisor/cite> /div> /div> div roletabpanel classtab-pane idtab3> div classcol-md-12 col-sm-12> h3>Analyze guaranteed income options easily with Income Wizard /h3> p>strong>Use Income Wizard in analyzing 1035 exchanges, IRA rollovers or other investment options with a single click./strong>/p> /div> div classcol-md-12 col-sm-12> cite>One of my clients had purchased an annuity in 2010, which guaranteed them 5% or approximately $1,250/month on a contract value of $300,000.00. They were planning to retire in three years and realized they needed $1,700/month to meet their requirements. Using income Wizard, we found a policy with guaranteed withdrawals of $1,700/month for a premium of $245,000.00, leaving them an additional $55,000 in assets./cite> /div> /div> /div> /div> /div>/div>/div>/div>div classblue-bg>!-- IN THE NEWS div -->div idnews classparallax-div padding-80 min-height-600> div classcontainer> div classrow> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> div classdiv-title> h2>IN THE NEWS/h2> /div> /div> /div> div classrow news-media> div classcol-md-12> div classnews-box> h3>Variable Annuities Are Neglected Assets/h3> p>strong>By Milind Lele/strong>/p> p> a target_blank hrefhttps://www.thinkadvisor.com/2018/09/11/variable-annuities-are-neglected-assets/ classlink>The author says many financial professionals are ignoring a potential gold mine.. Click here to see detail/a> /p> p>strong>Excerpt/strong>/p> p styleline-height: 28px;>In the scramble for new business, too many advisors and broker/dealers are ignoring a giant asset right in their backyard: their portfolio of variable annuity (VA) contracts. A successful advisor who made 20 to 30 VA sales over the past decade will have a portfolio of 150 to 300 contracts and could generate $20,000+ a year in additional income. Multiply that by 10x to 30x for a broker/dealer. Yet few advisors or broker/ dealers are interested./p> /div> /div> /div> div classrow all-news> div classcol-md-12> a href/contact_us>LEARN MORE/a> /div> /div> /div>/div>!-- UNDER THE HOOD div -->div idunder_the_hood classparallax-div padding-80 min-height-600> div classcontainer> div classrow> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> div classnews-box> h2>UNDER THE HOOD/h2> p>strong>GMI/strong>sup stylefont-size: 12px;top: -.5em;>TM/sup>/p> p styleline-height: 28px;padding-top: 10px;padding-bottom: 20px;>Income Wizard utilizes the rules built into each product and related income rider to determine the GMI — guaranteed monthly income in dollars/month — for a given client’s sex, age, age at first withdrawal, policy (single/joint) and so forth. GMI represents the guaranteed minimum income a given client will receive from that policy./p> p>strong>Projected Income/strong>/p> p styleline-height: 28px;padding-top: 10px;padding-bottom: 20px;>Income Wizard utilizes different scenarios to project likely growth of the cash value of the client’s premium (after all fees) and uses these projections to calculate changes in the benefit base and projected income. The results are presented in tables and charts detailing how cash value, benefit base, and projected income change over time./p> p>strong>Tradeoff Analysis/strong>/p> p styleline-height: 28px;padding-top: 10px;padding-bottom: 20px;>Income Wizard enables advisors to compare different products with similar GMIs (guaranteed monthly payments) and examine tradeoffs between investment risks and projected returns. It provides advisors with tools to create an ‘efficient frontier’ showing their clients how much risk they would be assuming in pursuit of higher projected income vs. a (potentially lower) guaranteed payment./p> /div> /div> /div> div classrow all-news> div classcol-md-12> a href/contact_us>LEARN MORE/a> /div> /div> /div>/div>/div>div class> div classcontainer styledisplay: none;> div classrow> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> div classdiv-title> h2> SEE YOUR SEARCH COME TO LIFE/h2> /div> /div> div classwow fadeInUp col-md-12 col-sm-12 data-wow-delay0.6s> h3>Lorem ipsum dolor sit amet, quis putant sed ne, mea an cibo quodsi pertinacia, eu /h3> /div> /div> div classrow try-it> div classcol-md-12> a href#>TRY IT/a> /div> /div> /div>/div>!-- FOOTER SECTION -->footer> div classrow> div classcol-md-12 col-sm-12> !-- ul> li>a href# >TERMS OF SERVICE/a>/li> li>a href# >PRIVACY POLICY/a>/li> li>a href# >JOB OPENINGS/a>/li> /ul> --> /div> div classcol-md-12 col-sm-12> p class stylepadding: 10px;>© 2026 Tangram Solutions LLC br/> Tangram & the Tangram logo are registered trademarks of Tangram Solutions LLC. All rights reserved/p> /div> /div>/footer>/div>div idmainModal classmodal fade roledialog> div classmodal-dialog> !-- Modal content--> div classmodal-content> div classmodal-header> button typebutton classclose data-dismissmodal>×/button> h4 classmodal-title>/h4> /div> div classmodal-body stylemax-height: 600px;overflow-y: auto;> /div> div classmodal-footer> button typebutton classbtn btn-default data-dismissmodal idclose_button>Close/button> /div> /div> /div>/div> div classmodal fade idmyModal tabindex-1 roledialog aria-labelledbyexampleModalLabel aria-hiddentrue styledisplay: none; data-backdropstatic data-keyboardfalse>/div>!-- Back top -->a href#back-top classgo-top>i classfa fa-angle-up>/i>/a>!-- SCRIPTS -->script src/assets/home-5137f365f53b251ff471b4f19c41fd33d695b0fdd74fe21be3cfc46d5086ae70.js data-turbolinks-trackreload>/script>script srchttps://cdn.datatables.net/1.10.19/js/dataTables.bootstrap4.min.js>/script>script typetext/javascript> jQuery(document).ready(function () { $(#for_financial_professional).on(click,function(){ infoModal(Site development Redirect In-progress); }) // $(.dropdown-hover).click(function(e){ // e.preventDefault(); // var dropdownMenu $(this).children(.dropdown-menu); // if(dropdownMenu.is(:visible)){ // dropdownMenu.parent().toggleClass(open); // } // }); $(body).on(click,.toggle-password, function() { $(this).toggleClass(fa-eye fa-eye-slash); var className $(this).data(toggle-class); if ($(.+className).attr(type) password) { $(.+className).attr(type, text); } else { $(.+className).attr(type, password); } }); });/script>/body>/html>
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