Retirement Analyzer Software
Want to effectively answer your client’s question of “Will I have enough money to last throughout my retirement?”
Outliving income is a top concern for today’s Americans, leaving questions on your clients’ minds such as:
- When can I retire without running out of money?
- How can enhancing my Social Security help?
- Can I maintain my standard of living in retirement?
- How would it affect my plan if I need long-term care?
- Can my income plan sustain a market downturn?
Learn how to answer these questions and more, plus present your clients with a customized report that showcases how you can help close their retirement income gap with the Retirement Income Analyzer.
Simplicity partnered with Thomas Gold Solutions to develop a special version of their Retirement Analyzer Software that has customized strategies and supports our ABC “red, yellow, green” money-allocation model.
Our customized Retirement Analyzer Software will help you:
- Identify your clients’ “retirement red line” highlighting when they’ll run out of money
- Engage your clients in the fact-finding discussion
- Position annuities to help solve your client’s retirement income gap
- Graphically illustrate your clients’ red, yellow and green money, and showcase where green money fits in a well-balanced portfolio
- Help your clients understand the importance of protecting their plan against a long-term care event
- Illustrate sequence of returns, Roth carve-outs, pre-mature death impacts on retirement income, and more
Our Retirement Analyzer Software is also a key part of our DOL friendly platform, as it incorporates all the fiduciary documentation and best interest tools you need to thrive in the post-DOL world.
