We are redefining the industry with a solution that delivers higher lifetime income – without sacrificing growth opportunity.*
ENTER TO WIN
Thank you for visiting our booth at the NAPA 401(k) SUMMIT. Enter your information to win a JBL Waterproof Speaker and to receive more information about Lifetime Income Builder, the patent-pending lifetime income solution that’s embedded inside of a target date fund.
MEET THE TEAM
Charles E. F. Millard
Business Development Consultant
Chief Distribution Officer
Director of Sales and Business Development
This website is intended for institutional retirement industry professionals.
*Compared to industry alternatives, based on ongoing internal competitive analysis including Monte Carlo simulations using JP Morgan Capital market assumptions.
• This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt a financial strategy, or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition, or particular needs of any specific person.
• Patent pending