Quantitative Analysis
Retirement Analytics
  • We combine a number of financial and actuarial calculations to create retirement income allocation and valuation processes. These individual calculation modules (NumeRICs) are made available to financial institutions to assist with their research and management of proprietary retirement income programs.
  • We also provide calculators that help assess the value of an Income Annuity or any asset that has been annuitized. Our suite of Income Annuity Tools help support client education sites for financial institutions and include:
    • IRR / Internal Rate of Return (What Is My Return?)
    • ILY / Implied Longevity Yield (When is the Right Time to Buy?)
    • Guarantee Comparison (What Type is Right for Me?)
    • Value Proposition (Why Should I Buy?)
  • Our quantitative research team is also available to provide consulting support for proprietary retirement income product or program for a financial institution.