Lifetime Income Solutions

Custom solutions for our clients.

 When you work with Agilis, you aren’t just hiring an actuarial consultant; you’re teaming up with experts who offer experience and strategy-driven solutions. Unlike larger actuarial firms that utilize a one-size-fits-all approach, Agilis takes a personalized approach to pension plan management. We start with essential services that address the core needs of all plan sponsors. We also provide tailored actuarial consulting services designed just for you.

When you choose Agilis as your actuarial consultant, you receive timely and efficient service. Larger firms are often slow to pivot due to inefficient processes, but at Agilis, we remain nimble. Our actuarial consulting services are all about open communication and fast solutions. We work closely with your team, ensuring projects run smoothly and investment strategies keep up with market trends.

At Agilis, getting to know you and your goals is essential to us. Our client-orientated approach is to build genuine connections and ensure our strategies align with your needs now and into the future. We’ll help you see the benefits and drawbacks of each strategy, allowing you to make well-informed decisions for you and your plan participants.

Standard Lifetime Income Solutions Services:

  • Analysis: Gain insights from thorough data examination, helping make informed decisions and chart optimal future strategies.
  • Insurance Company Competitive Bids and Analysis: Obtain a comprehensive view of the best offerings in the market. Through rigorous analysis, identify the most cost-effective and suitable insurance solutions tailored to your specific needs.
  • Plan Design: Customize your retirement plan to align with organizational objectives, ensuring sustainability and maximizing benefits for plan participants.
  • Pricing: Attain a clear, transparent breakdown of all costs associated with solutions, aiding in budgeting and ensuring no hidden charges.
  • Window Plans: Utilize flexible, short-term plans that cater to specific events or transitional phases, ensuring continuity and adherence to regulatory standards.
  • Communications: Ensure clear, compelling messaging tailored to your target audience, keeping stakeholders informed and facilitating decision-making.

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