The Income Standard launches retirement-income education platform
The Income Standard has launched an education platform focused on retirement income planning, with recurring webinars, seminars and a free online scorecard.
The Income Standard said Friday that it has launched a retirement-income education platform for pre-retirees and retirees who want help understanding how to turn savings into income.
The company said the platform includes in-person seminars, webinars on Tuesdays and Thursdays at 11:00 a.m. and 7:00 p.m., a free online Retirement Income Scorecard, an expanded podcast library and a complimentary Income Standard Review.
The release says the platform is intended to be educational and is not a financial recommendation.
In the release, The Income Standard said the scorecard is a 90-second online assessment that evaluates retirement income readiness across six dimensions. It said the scorecard is one part of a broader educational process that leads to a 45- to 60-minute review.
The company said its framework emphasizes what it calls retirement income engineering, including a guaranteed income floor intended to cover essential living expenses regardless of market performance. It also said the platform discusses insurance-based retirement income tools, including fixed indexed annuities and Social Security optimization strategies.
The company is based in Frisco, Texas, and said it was founded by Tod Long, whom it described as a retirement income specialist. The release said Long has more than 20 years of experience in insurance and financial services and is licensed in more than 30 states as a Fixed Insurance Agent and Financial Advisor.
Long said retirement education has focused too much on growing balances and less on translating those balances into dependable retirement income, according to the release. He said education should be the starting point.
The company cited several outside studies to support its message. It pointed to Allianz Center for the Future of Retirement’s 2026 Annual Retirement Study, which it said found 48% of Americans do not have a written financial plan. It also cited Corebridge Financial research from June 2026 saying 29% of pre-retirees age 55 and older have a withdrawal plan for retirement accounts, and Transamerica Institute research saying nearly 53% of retirees rely on Social Security as their primary source of retirement income.
The release said the podcast library has completed Season One and has Season Two in production. It also said all educational resources lead to the complimentary Income Standard Review, which measures a person's retirement income architecture against non-negotiable living expenses.
The seminars and webinars are ongoing, while the scorecard, podcast library and review process are now available as part of the platform.
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Editorial note: This article was prepared with AI assistance and includes source attribution for reader review.
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