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Structured Income Planning System (SIPS)Structured Income Planning System (SIPS)
  • Features
    • Asset Allocation and Risk Management
    • Cash Flow and Taxes
    • Structured Income Planning
  • Tutorials
    • SIPS RPS Tutorials
    • Knowledge Center
  • Purchase
  • Free Trial

Custom Structured Income Planning Module

Home Custom Structured Income Planning Module

Custom Structured Income Planning Module

As the name suggests the Custom Structured Income Planning Module allows you to completely customize a plan for your client. You may include up to 12 accounts in a single document. This could any account type; SPIA, Annuity, Indexed Annuity, Growth account, Market Account, Cash account etc.

As with any of SIPS Structured Income plans you can include up to 4 other income sources such as Social Security, Pension Plans etc.

You can add an income target (with the option of adjusting for inflation) and compare and graph performance of your plan to this target.

SIPS offers an Income Rider comparison tool which allows you to show a side by side comparison of different products right in your plan document.

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