The Income Standard launches retirement income education platform

The Frisco, Texas-based platform adds seminars, webinars, a 90-second scorecard and podcasts aimed at helping pre-retirees and retirees assess income planning beyond asset accumulation.

Summary

The Income Standard has officially launched a retirement income education platform aimed at helping pre-retirees and retirees understand how to turn savings into sustainable income. The offering includes an in-person seminar series, webinars held on Tuesdays and Thursdays at 11:00 a.m. and 7:00 p.m., a free online Retirement Income Scorecard that takes about 90 seconds to complete, and an expanded podcast library with Season One completed and Season Two in production. Founded by Tod Long, the Frisco, Texas-based platform centers its educational approach on building a guaranteed income floor for essential expenses regardless of market performance, then considering broader growth and legacy strategies. Its materials focus on retirement income engineering, insurance-based retirement income tools and Social Security optimization strategies. The company said all resources ultimately lead participants to a complimentary Income Standard Review, a 45- to 60-minute educational session that measures an individual's retirement income architecture against non-negotiable living expenses. The launch cites research from the Allianz Center for the Future of Retirement, Corebridge Financial and the Transamerica Institute to argue that many Americans lack written plans or withdrawal strategies and that Social Security remains a primary income source for many retirees.

Terms & Concepts
  • guaranteed income floor: Baseline income meant to cover essential expenses
  • fixed indexed annuities: Insurance products tied partly to market indexes
  • Social Security optimization: Planning when and how to claim benefits