Get answers to the tough questions, like “How do I explain this stuff to my clients?”

No advice is better than your advice, and when you need quick answers to tricky client questions, there’s no better resource than our retirement analyzer software.

Try it for 60 Days—Free!

Our Pro and Pro-Plus Versions offer quick and easy insights to a variety of 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?
  • What are the possible solutions if my situation changes?

Retirement Analyzer Pro

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Available to agents licensed to sell fixed annuities, life insurance and long-term care insurance, this inquiry software package includes Pension Max, Split Annuity and an RMD calculator. You’ll be able to show your clients specific scenarios regarding whether or not their funds will last throughout retirement—a period that now averages 20-30 years. The software also illustrates how inadequate planning impacts a surviving spouse and the financially catastrophic consequences of premature death or extended long-term care. The program also allows you to:

  • Track individual account balances on a month-by-month basis
  • Define account taxation types
  • Demonstrate need for annuities, life insurance and long-term care insurance
  • Help clients understand the financial planning process
  • Immediately answer any “what if” question your clients may have

Retirement Analyzer Pro-Plus

Watch the Demo!

This advanced application does everything the Pro version does, plus it gives you the ability to demonstrate the damaging effects of market downturns during retirement. This “downmarket” option gives you a choice of historic S&P 500 returns and illustrates the impact of various events on your clients’ funds. Simply put, this software is must for Registered Reps who wish to show portfolio risk or asset allocation during various market histories.