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The Retirement Analyzer software is the ultimate point-of-sale tool. With easy-to-understand analysis at your fingertips, you will be able to answer your client’s questions and help provide solutions for their greatest financial future concerns
- May I continue my present standard of living into my retirement years?
- When may I retire without running out of money?
- How could my situation change during turbulent economic times?
- How would it affect my family if I die prematurely?
- How would it affect my family if I enter a nursing facility?
- What are the possible solutions if my situation changes?
When you use the Retirement Analyzer with your client, you will provide a customized and detailed analysis. Read what some of our agents have to say about this important software…
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I wouldn’t be in this business if I didn’t truly believe in the products I sell. The Retirement Analyzer works because it helps my clients see the big picture. They can see how inflation can affect their future income or how long their current savings will last under different circumstances. They can see how the costs of Long Term Care Insurance or Life Insurance fit into their budget, versus the potential consequences to their retirement funds if the unexpected happens. The program has allowed me to help more clients, and in the process, I’ve written more business in the last few years than I had in the previous ten. I feel the program is a must for agents and advisors who are assisting clients with their retirement planning goals!!
C.S., Tennessee
I just wanted to thank you so much for the Retirement Analyzer program. This program has changed my practice dramatically. Not only am I able to meet with my regular clients but now I can meet with High Net Worth clients and have a substantial point of difference. By focusing on decumulation, or the return of my client’s money and not just the big pot of gold at the end of the rainbow, allows me to show competence in an area that very few representatives can. This program is a door opener and transaction closer. Thanks for all the work you do to continually update the system with the latest calculators, data and compliance materials. I am sold on the program and I’m forever indebted to you for its effectiveness and efficiency. Keep up the great work!
D.A, Long Beach CA
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