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Technology Innovation
Incentivizing technology that transforms the investment ownership experience. More meaningful, personalized, and outcome focused.
Defined Benefit Investor “wraps around” any investment product or plan that accepts systematic deposits to transform the investment into a personally owned defined benefit pension. It enables investors to predefine their retirement income and have their investment managed toward the realization of the income objective.
"I can use my 401(k) to create my own pension? Sign me up!"
Yes, you can. And every year you'll know how much to invest to stay on track for retirement income guaranteed for life.
Your Desired Retirement Income
Five decisions enable you to define the paramaters of your defined benefit plan.
1
Age You Will Receive Income
2
Baseline Interest Rate Assumption
3
Years to Invest
4
Income Payout Option
5
Based upon your assumed growth rate, our software calculates how much you will invest annually to realize your targeted income.
Because we can't know how your investment will perform in the future, each year we will recalculate how much your deposit must be adjusted-upward or downward- to remain on track for your targeted income.
Simplicity, Transparency and Investor Empowerment.
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Each year, your Annual Report gives you the information you need to make a good decision based upon your budget and objectives.
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Raise or lower your deposit based upon actual investment performance. You are always in control.
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Login to your personal Defined Benefit Invester account anytime to review your Annual Reports.
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See the impact of inflation on your targeted income. ​
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You always have the information you need to remain on track, or modify your income objective.
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(C)Copyright 2024 Persuazo LLC. All rights reserved.. I Email: inquiry@persuazo.com I Phone: 802-376-1011
Defined Benefit Investor, Defined Benefit Life, Defined Benefit Annuity and Defined Benefit 401(k) are trademarks of David Macchia.
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