The New Lump Sum Analyzer and Services

An updated, proven system to help participants make the right PRT lump sum elections…and get a picture of their retirement few would otherwise ever receive.

Tens of millions don’t have much insight into their retirement.
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• "How much money do I need?" is perhaps the most frequent question.
• "What are my options?" and "How do I get there?" given my own particular circumstances.
• Questions especially urgent when it’s increasingly obvious they don’t have enough. 

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The LSA provides a retirement analysis for users who are at a critical juncture in their retirement planning: Do I take the lump sum or keep my pension, albeit in the form of an annuity? Participants who deserve – though rarely get – written analyses can get one in minutes.

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