The RetirementView software by Torrid Technologies Inc. allows you to easily track your retirement funds and plan. It doesn’t require an in depth analysis of number or pages upon pages of financial questions to give you an easy to understand visual of your retirement situation.
So easy anyone can understand it, even if you aren’t that good with a computer. In less than 15 minutes, you can punch in basic data and have Retirement View generating meaningful and accurate retirement savings projections. Even more important, the easy-to-read charts display in “red” any projected shortfall. It’s also comprehensive. Unlimited investments. Unlimited cash infusions and income streams. Unlimited Expenses.
Great for: Individuals, Employees, 401(k) Plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401(k) Enrollment Meetings, 401k Education, 403b education, IRA savings, Financial Advisers, Registered Representatives.
This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, other cash infusions, special expenses and unlimited Investments including tax-deferred, tax-free and taxable. This retirement planning program will help you create plans for those Watch the Video Demonstration of our Financial Planning Software saving for retirement as well as those already retired. Quit wasting your time on free web calculators that do not account for taxes or all of the life events that will dramatically affect your retirement picture!
Quit confusing your clients. Quit confusing yourself! Quit wasting time on complicated reports. Quit printing and storing 80, 100, 150 page financial plans. If you are sick of that approach, then our software is for you.
This Quick, Simple, and Visual retirement income planning software can be used to create colorful illustrations that captivate your clients, build rapport, and enhance your sales efforts. Advisors and agents are using this to sell Annuities, Wealth Management, Life Insurance, LTCi, Annuities, Indexed Universal Life, Rollovers, 401k plans, Reverse Mortgages, Disability, or any other related financial product.
Great for financial advisors, brokers, professionals, insurance agents, CPAs, attorneys, HR personnel and anyone else who wants to quickly and easily show clients, employees, plan participants, or potential clients their projected retirement income picture. Breaks the ice with new clients. Great for participant meetings, enrollment meetings, or quarterly client meetings. Great for one-on-one laptop meetings.
Your License Subscription includes:
- creation of unlimited number of client plans
- all updates and enhancements for one year
- free priority technical support via email or phone
- advanced tools not available in consumer versions
- advisor branding
- custom compliance disclaimers you can edit yourself
Download a demo of the RetirementView software here!
Allow RetirementView to ensure you don’t run out of money!
Images sourced from www.seniorplanning.org and TaxCredits.net