Overcome Decumulation Challenges & Better Serve Clients

According to Statistics Canada, 5,000 baby boomers are rapidly retiring every single week.

Wealth at Risk (WaR™) is a new investment planning tool for clients in the decumulation phase of life. It provides an unbiased recommendation on how to reduce the risk of outliving their money while achieving their after-tax estate goals.

Increase productivity and improve client satisfaction with better options provided in a more digestible way with WaR™.

FINANCIAL PLANNING SIMPLIFIED

Benefits of Wealth at Risk (WaR™):

Increase Productivity & Improve Client Satisfaction:

• Spend less time developing recommendations.
• Spend more time engaging clients in meaningful discussion.
• Improve client satisfaction - easily provide better options in a more digestible way.
• Clearly demonstrate the value you bring to clients with easy-to-read charts and reports.

What is WaR™?

Built on Nest Wealth's RazorPlan mathematical engine, WaR™ is an investment planning tool for clients that provides an unbiased recommendation on how to reduce the risk of outliving their money while achieving their after-tax estate goals.

By taking a client file and running thousands of solves, WaR™ can deliver meaningful insight immediately. For advisors who manage hundreds of client families, this frees up time and allows them to focus on what they do best, providing advice.

“Nest Wealth” is the trade name of Nest Wealth Asset Management Inc. The products and services advertised are designed specifically for investors in the provinces of AB, BC, MB, SK, PE, NB, NL, NS, QC and ON and may not be available to all investors. Products and services are only offered in accordance with applicable laws and regulations. This website is neither an offer to sell nor a solicitation of an offer to sell securities in any jurisdiction.

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Benefits for Your Clients:

• Maintain long-term investment value while addressing both estate & income goals.
• Provide more income and spending flexibility in retirement.
• Reduce the risk of outliving their money.

How Does It Work?

This new groundbreaking optimization engine helps firms and advisors overcome the challenges of decumulation and provide better options to their clients in a matter of seconds by:

• Streamlining the collection of account information from clients.
• Rapidly calculating different methods to draw down client accounts.
• Creating easy-to-comprehend reports and scenarios advisors can share with clients.