The ability to show your clients in a simplified way - "Their True Potential to Retirement"
Retirement software users can easily and
quickly provide answers to the following client questions:
• Can I continue my present standard of living into my retirement years?
• When can I retire safely 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?
The Pro Version is a basic application of the Retirement Software Program available to agents licensed to sell fixed annuities, life and long term care insurance. Other illustration tabs include: Pension Max, Split Annuity and an RMD Calculator. Today it is common for a person to spend 20 to 30 years or more in retirement. The Pro Version will help show your client different scenarios specific to their situation on whether their retirement funds will last. It is also critical to consider the financial consequences to the survivor/spouse of inadequate planning. The software can illustrate premature death or an extended stay in a long-term care facility and what may be financially catastrophic consequences. Updated in 2009 with a brand new look, the Pro version contains improved calculations to track individual account balances in retirement on a month by month basis, as well as the option to define account taxation types. After completing an in-depth fact-finder, agents will be able to show needs for annuities, life and long term care insurance. This comprehensive program helps clients understand the financial planning process through easy to understand charts and graphs. It will help you answer any “what if” question your client may have in seconds with a few computer keystrokes. The Pro Version helps you position yourself as your client’s trusted advisor. This program is a must for all agents trying to build a base as they help clients gain an understanding of the financial planning process.
PowerPac Files are part of our “turn- key” Income Planning and Appointment System. We created this Agent PowerPac to help you generate client interest and get acclimated to the software program. The files contained in the PowerPac make this a “turn-key” process. Many of our successful agents have developed a selling process and they repeat the process time and time again using selected files from the PowerPac. Purchasing the software will give you access to all of the business generating PowerPac files.
Retirement Analyzer Consumer is a simplistic version of the Retirement Analyzer Software Program. It was designed for use by consumers in order to help them understand their specific situations. Software users are prompted by two virtual guides, who use simple explanations to help consumers navigate through the program. This version of the software works well as a prospecting tool. Agents can purchase the program and send it to prospective clients to input information as they try it on their own. These programs can be given out at seminars or through mail offers. Each agent is provided an Agent ID number when placing an order. This Agent ID number allows each recipient of the software to be tracked specifically to the agent who gave them the program. All questions and concerns will funnel directly to the agent allowing them to capitalize on the hot leads and possible appointments.
PowerPac Files are part of our “turn- key” Income Planning and Appointment System. We created this Agent PowerPac to help you generate client interest and get acclimated to the software program. The files contained in the PowerPac make this a “turn-key” process. Many of our successful agents have developed a selling process and they repeat the process time and time again using selected files from the PowerPac. Purchasing the software will give you access to all of the business generating PowerPac files.
