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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Nestimate

In PWD coverage since August 26, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 25, 26Deal announcedPGIM — coverage
PWD coverage
practice

MoneyGuide can now model the annuity inside the plan

The income floor now sits in the same projection as the portfolio, moving the decumulation fight from illustration to product selection.
income · Sep 17MoneyGuide's annuity account types make the projection the new shelf
advisers · Aug 26PGIM arms DC reps with Nestimate's target-date scoring tool
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