We offer solutions designed to help you address the evolving needs of today's retirees. These tools provide a framework to consider factors such as inflation, healthcare costs, and unexpected expenses as part of an overall retirement planning approach.
Built on years of insight and proven methodologies, the program helps protect clients from sequence-of-returns risk and other challenges often overlooked in traditional retirement plans.
Your guidance remains central. DRIP enhances your expertise by supporting your clients' goals and objectives-from income planning to legacy considerations.
Use the DRIP Planning Tool to seamlessly organize and gather all client financial information, allowing you to effectively prepare them for their goals and determine the client's annual income needs.
The DRIP Calculator, an integral part of the DRIP planning process, enables you to input financial assumptions and determine the exact funds to allocate in each DRIP portfolio.
Begin planning your client’s well-deserved retirement journey.
The Foundational Elements of the Dunham Retirement Income Program are the Portfolios. The Portfolios transform the Dunham Retirement Income Program from a static blueprint to a dynamic and adaptive program that seeks flexibility and resilience in navigating life’s unpredictable financial landscape.
Our program is designed to adapt to market changes through DunhamDC and maintains cash reserves in a sweep program that may be eligible for up to $60 million in FDIC insurance, subject to applicable limits and terms, to support 13-15 months of planned withdrawals. It also creates tailored portfolios for different aspects of your clients' financial lives, supporting planning around what matters most to them.
