The Retirement Income · Liquidity · Legacy Waterfall™
Max Retirement Income
Help your clients pursue 30–50% more retirement income — the research-backed system trusted by thousands of advisors for 20+ years.
What is the MRI System?
A comprehensive retirement planning framework by Wealth Building Cornerstones™ that helps advisors simplify conversations while maximizing client income.
Client-Focused Approach
Complements your existing planning process rather than replacing it.
Investments + FIAs Together
Shows how Fixed Index Annuities and investments work together to pursue higher, more dependable income.
Repeatable & Proven
A simple process that becomes more effective with every client conversation.
Universal Application
Built for clients already retired or within 10 years of retirement — those who need income planning most.
Grounded in Academic Research
The MRI System is backed by a groundbreaking whitepaper co-authored by Dr. Wade Pfau and Jason Sanger, creator of the MRI System — examining how integrating Fixed Index Annuities with investments can optimize retirement income.
- Ph.D. in Economics from Princeton University; CFA charterholder; RICP® designation
- Our Chief Research Fellow for over 10 years
- Professor of Retirement Income at The American College of Financial Services
- Built and directed the RICP® designation program
- Author of the Retirement Planning Guidebook and 60+ peer-reviewed articles
- Landmark research challenging the traditional “4% rule”
- Two-time Montgomery-Warschauer Award winner from the Journal of Financial Planning
- Named InvestmentNews “Icons & Innovators” and “Power 20”
- Featured in The Wall Street Journal, Forbes, The New York Times, and MarketWatch
Grow Your Practice, Naturally
Whether you're insurance-only, securities-registered, or hybrid — the MRI System helps you deliver better outcomes and grow your business.
Increase FIA Premium
Meaningful conversations naturally lead to increased FIA premium.
Higher Closing Rates
Clear, educational presentations build trust and boost engagement.
Protect & Enhance AUM
Add guaranteed income without disrupting AUM relationships.
Trusted Specialist
Position yourself as a retirement specialist with a proven, repeatable process.
Features & Tools
Presentations, calculators, resources, and live training — everything to transform your retirement planning practice.
Client-Ready Presentations
Visual presentations that simplify retirement concepts — two tracks: Retirement Risk Zone and Income Liquidity Legacy.
Retirement Calculators
Easy tools that personalize strategies with real-time modeling for each client.
Advisor Resources Hub
Guides, orientation videos, and supporting documents all in one place.
Training & Ongoing Support
Biweekly live sessions with Jason Sanger, Office Hours Q&A, and a community of practicing advisors.
Start Maximizing Retirement Income
for Your Clients Today
Join thousands of advisors who use the MRI System to simplify retirement planning, increase their sales, and deliver better outcomes for clients.
Free to get started • No commitment required
Contact Wealth Building Cornerstones
Have questions about the MRI System? Our team is here to help you get started and make the most of your retirement planning conversations.
Quick Start Guide
Ready to begin? Here's how to get started with the MRI System in three easy steps:
- 1Log in to the MRI System through Advisor HQ
- 2Visit the Advisor Resources tab for orientation
- 3Start using presentations with your next retirement client