Cascades Financial Solutions
HQ Address
7 St Andrew Street, Ingersoll, Ontario, N5C 1K6, Canada
Website Address
Business introduction
Cloud based Digital Decumulation
Everyone wins when you determine the best way for your clients to utilize their income sources in retirement
Cascades, in partnership with fintech leader PureFacts Financial Solutions, provides a software solution that revolutionizes the way advisors can help clients with retirement income planning.
This leading-edge, cloud-based tool integrates into enterprise platforms for easy and intuitive use by advisors. It accounts for all sources of retirement income, is always current with the tax code, and simplifies the complex task of income planning.
Cascades empowers advisors to quickly enter the growing retirement decumulation planning space and creates the potential to protect and grow their AUM.
Cascades Financial Solutions Solutions
Cascade Enterprise
Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......
