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Demo

See Income Architech In Action in action.

Help Clients Avoid the Retirement Tax Trap

Help clients avoid the retirement trap. The complex interaction of various tax rules often lurks below the surface and goes unnoticed.

Design Smart Social Security Decisions

Design Smart Social Security Decisions. Many retirees fail to maximize the full potential of what Social Security can do for them. 

Addressing Retirement Risks With Your Clients

Addressing Retirement Risks With Your Clients. Longevity, inflation, market volatility and
health care are four major challenges that many people will need to deal with during their retirement.

Making Sense of Roth IRA Conversions

Making Sense of Roth IRA Conversations. Here are some benefits of a Roth that may appeal to your retirement-age clients. Long-term tax benefits, tax diversification, no lifetime distributions, social security taxation, and tax-free legacy are some of the reasons to consider a Roth.

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Cigna-HealthSpring Code of Conduct

Cigna code of ethics and principles of conduct

Humana Code of Conduct

Humana principles of business ethics for health care providers and business partners.

MCMG Release Memo

Medicare Communications and Marketing Guidelines, a memo from CMS.

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.