FACTOR-BASED INCOME

Income Built on Factors

Build income plans with factor screens, model portfolios, and plain-English reviews. Use clear rules to seek steady cash flow and less guesswork.

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BEST SELLING PICKS

Top Picks for Income

Lead with the products customers compare first: clear names, real benefits, prices, badges, and fast links to buy.

Graphite dividend safety deck with silver edge and lifting top card in a moody studio void.
Save $2050-name list

Dividend Safety Screen

$79.00

$99.00

Grade dividend health fast

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-19%PDF + checklist

Retirement Cash Map

$129.00

$159.00

Plan withdrawals with cash flow

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HOT60 minutes

Portfolio Review Call

$299.00

Get clear notes on yield gaps

Graphite market-notes booklet half-covered by wool cloth on a dark studio surface
NEWMonthly issue

Advisor Market Notes

$39.00

Short notes for client talks

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Save $1025 stocks

Small-Cap Income List

$89.00

$109.00

Find yield with lower size risk

Macro graphite finance packet with translucent tabs and silver-lit sleeve on glassy surface.
Watchlist set

ETF Income Screen

$69.00

Sort funds by yield and cost

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-17%32-page guide

Tax-Aware Income Guide

$99.00

$119.00

Keep more cash after tax

Three blank model-portfolio binders arcing on travertine, lit in a premium studio hero shot.
Top pick3 portfolios

Three Model Portfolio Set

$189.00

$229.00

Core, balanced, and high yield

Seasonal offer

This Week's Income Deal

Feature one bundle, collection, or gift guide with enough context to make the offer feel intentional.

Foil-edged folio cases, sealed envelope, and stone weight on a matte-black studio surface.
Save 29%

Income Strategy Bundle

Model portfolios, screen notes, and review help for one lower price.

$199.00

Featured offer
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NEW

Dividend Screens

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POPULAR

Model Portfolios

The Map

Social proof

Loved by Customers

Pair customer language with practical buying reassurance so shoppers can decide without hunting for policies.

The dividend screen cut my list from 120 names to 18 and made the buy list easy

T

Samantha Reed

Verified buyer

Their review notes showed where my income plan was thin and what to fix first

T

Marcus Ellis

Verified buyer

Complete the basket

More Income Tools

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NEWInstant download

High-Yield Screen Pack

$59.00

Instant download

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12 issues

Monthly Income Brief

$24.00

12 issues

Open navy binder with gold clip and fanned dividers on a dark studio surface
Save 15%Planner + notes

Retirement Drawdown Kit

$149.00

Planner + notes

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HOTWeekly report

Covered Call Review

$199.00

Weekly report

Blank dividend watch list cards in a cream sleeve with bronze clip on travertine.
40 names

Dividend Watch List

$49.00

40 names

Three textured factor scorecard folios stepping across limestone under raking light.
-10%3 reports

Factor Scorecard Set

$89.00

3 reports

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Best sellerAnnual pack

Income Portfolios 2026

$179.00

Annual pack

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NEW10 templates

Advisor Client Notes

$39.00

10 templates

Questions

Common Income Questions

Quick answers before visitors choose a product, service, or next step.

01What does Factor Income sell?+

We sell model portfolios, screen reports, review notes, and retirement income tools for investors and advisors.

02Who are these for?+

They fit investors and advisors who want steady cash flow, clear rules, and less guesswork in daily decisions.

03Do you review portfolios?+

Yes. Send holdings and goals, and we return notes on yield, risk, income gaps, and next steps.

04How often do screens update?+

Most screens update monthly. Market notes can update sooner when yields or prices move fast for clients and personal plans.

05Can I use this in retirement?+

Yes. Our plans focus on income, cash flow, and simple steps that fit a retirement drawdown well over time.

06Do you support advisors?+

Yes. Advisors use our model portfolios, screen lists, and client notes in daily work and meeting prep with clients.

Get Income Notes

Get short notes on dividend screens, model portfolio moves, and income ideas that matter each week.