What Problem Does It Solve For The Client?

Customers don't want to sit through multiple meetings to get the information necessary to make decisions. They want to be empowered to make decisions in real time. Most often it's our sales tools and processes that prevent them. RetireNow's unique design helps eliminate many of these obstacles and, therefore, helps people make decisions and take action - faster. As a result, it helps advisors increase both customer satisfaction and sales productivity.

RetireNow is the first program that is designed to help your customers see the impact of their financial decisions on 'the big picture.' RetireNow helps advisors quickly illustrate how financial decisions involving retirement planning and estate planning affect each other. For example, you can illustrate the impact of family or charitable gifting on their lifestyle. You can look at the impact of changes in any program input on either retirement or estate planning graphs. This capability allows you to quickly answer difficult questions that could slow or stall the client's decision process.