- Use automated tools to create 2, 3 & 4 leg income plans
- 2 Leg – Split Annuity
- 3 Leg – Maximum Income
- 3 Leg – With Growth
- 4 Leg – All Annuity
SIPS pre-built Structured Income Planning Models guide you through entry of your client data to create a plan which meets with their expressed expectations.
Initial Parameters are summarized in the Input Summary page
Simply pressing the “Build Income Plan” button creates a report showing performance of the plan for up to 40 years.