Finally, Retirement Planning
Technology Kept Simple
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
retirement plans.
RetireworX Planner™
Quite simply, the most effective retirement planning consultation tool on the market.
Easy to use
Less than five minutes of input generates powerful, meaningful, long-term solutions.
Powerful
It answers your client's most pressing questions, e.g. "Can I afford to retire?", "When can I retire?", "Will my money last?"
Inexpensive
For less than the price of a cup of coffee a day you have unlimited access to the most powerful retirement planning software available.
Compliant
Underscores investment objectives and minimizes/eliminates rejections caused by suitability issues.
Interactive
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.
My account
I have been using RetireworX since 2009 and I'm not sure how I'd function without it at this point. It makes the job much easier, especially in factfinders having the clients see what is missing from their planning in a simple, powerful display. My annuity business has quadrupled since then. I have noticed also that client review meetings and case prep sessions are much more efficient using the software, which is critical to managing time with a fast growing client base.