Testimonials - RetireworX

On our radio show that we broadcast 4 hours a week, we refer to RetireworX as the ‘retire roadmap’ or ‘financial blue print’. After the fact finder interview, which is the 1st meeting, with almost every client we build this roadmap on our 42 inch monitor right in front of them. When they help build it, it is an eye opener and powerful. It shows them the road they're on and if they are going to have enough money. The software is non-emotional. Then we show them our strategies based on the fact finder giving them the pros and cons for each strategy to make sure they don’t run out of money. The different colors and graphics is an eye opener even for engineers.

DG

We have been a long-time user of RetireworX Planner and have always been a high producer. This year we committed to using RetireworX Planner with 100% of our clients. Our volume has gone from $22 million to nearly $40 million in one year. That’s phenomenal by any standard and we owe it to disciplining ourselves to use RetireworX Planner with every client. Thank you, RetireworX!

JA

Through various broker-dealers, wholesalers, and FMOs, I have almost endless financial planning software available free. Some quite sophisticated. Yet none matches the clarity, simplicity, and resonation with clients like RetireworX does. If there was any better software I'd buy it, but I keep my subscription going year after year. A great investment, with great, intelligent support.

LH

RetireworX is a game changer. I have been using it for the past two years. It helps me find the best way to service my clients and it helps my clients wrap their head around their full retirement picture.

EJ

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.

FK

Retireworx's straightforward interface conceals a powerful financial engine that allows me to model any number of financial scenarios that can be easily and instantly understood by my clients.

NS