RetireworX Planner™ employs back-in-time results, which use
your client's current portfolio to automatically calculate the
accumulation and distribution success of your client's
Quite simply, the most effective retirement planning consultation tool on the market.
Less than five minutes of input generates powerful, meaningful, long-term solutions.
It answers your client's most pressing questions, e.g. "Can I afford to retire?", "When can I retire?", "Will my money last?"
For less than the price of a cup of coffee a day you have unlimited access to the most powerful retirement planning software available.
Underscores investment objectives and minimizes/eliminates rejections caused by suitability issues.
The "what-if" calculations and easy-to-understand charts let you work hand-in-hand with your client to arrive at a plan that fits your client's needs.
Great! A million dollars of business on four people! This month! I may have a million four at the end of the month, but a million of it came from the software. This is unbelievable!