The retirement planning tool with live, personal assistance, that builds on what you already know to help deliver the retirement lifestyle you’ve always wanted.
When you work with a Heyday Assistant and the Heyday app to build a retirement income plan, you set yourself in a better position to realize the retirement you envisioned throughout your working days. The one you daydreamed about while saving for the “someday” that’s now upon you.
You’ll also be able to plan and budget for some of the challenges that can leave many retirees in a challenging position, and unable to enjoy spending any money.
With input from you, the app forecasts your entire retirement budget from now through 100+, with a year-by-year breakdown of your expenses, goals, challenges, income and monthly surplus. Month after month, year after year, you’ll know exactly how much you will receive.
By the end of the process, you’ll have helped build a custom retirement plan that includes what you want most, and are most concerned about facing.
And you won’t have to go through the process alone. The Heyday App starts with a personalized welcome from a Heyday Assistant who will set up your account, give you a tour of the app and answer any questions you have.
Embrace your Heyday knowing you have a plan to achieve the retirement you’ve always imagined.
You don’t want to pause retirement and go back to work
You have as little as $100K or as much as $5 million saved for retirement
You’re concerned about outliving your money
You would rather use the monthly budgeting approach than manage a lump sum
You need a retirement plan that can work 100% of the time as long as you follow it
Knowing exactly how much you have coming in — and when — helps provide the stability and routine you enjoyed during your career.
Use this approach to help manage your money like you did while working.
Your premiums will need to be paid outside of your plan, but we can budget for them.
You have the time off, you have the budget allocated in your plan. Now all you have to do is book the trips and take them! If you make vacations a recurring expense in your plan, you can look forward to one big adventure after the next.
Retirement Income Strategies
since 1999
Financial Services
since 1987
Financial Services
since 2002
At Heyday, experience has taught us that in order to get the retirement you deserve, you’ve got to dream big. So our process doesn’t focus on how much money you have in the bank until your plan is already created.
The end result is a retirement income plan that is more aligned with the retirement you really want.
And, you can start now. Help secure a retirement income plan to make your next chapter your best chapter.
Receive a personal welcome and account setup
Meet your Heyday Assistant who will be on-call for your app and planning questions
Explore the Heyday app with a guided overview
Learn more about Heyday and the planning process
Get your specific questions answered
Start creating your plan and helping to secure your retirement
While the app’s design is clean, there’s an advanced algorithm working on the back end to generate more retirement income while using as little of your assets as possible.
Because the Heyday app uses a secure Microsoft* login, you shouldn’t have to worry about the safety of your information.
Once you create an account, you can follow the videos and guided steps. You won’t ever have to enter any credit card information, simply enter your email, create a password and verify your account.
The Heyday app is designed to educate you with the help of professionals with expertise in explaining the complexities some retirees face and how your plan can address them.
The insurance products used in your plan are fixed-indexed annuities,** which help provide the guarantee and protection from market losses.
One of our Heyday Assistants will set up your account, give you a personal introduction to the app, answer your questions and set you up for success.
The only thing that may be standing between you and the retirement you deserve is creating a retirement income plan and putting it into action.
Your retirement income plan gives you more than a retirement “paycheck.” It can help give you the retirement you deserve.
Confirmation you can stay retired if you follow your plan
Freedom to fully enjoy your youngest retirement years
Flexibility to fill your days however you like
Assurance of guaranteed income for life as long as you follow the plan
Confidence you’ll never outlive your money
Familiarity with managing finances
Predictability of a year-by-year retirement budget
Concierge-level service is a call away. Book a complimentary call with a Heyday Assistant who will set up your account, introduce you to the Heyday app, and be your personal point of contact if you need assistance going forward.