Testimonials

"This software is Great! I do not know of any software out there that can combine multiple sources of income, expenses, and assets to get a clear picture of a client's financial situation as well as be able to do 'what if scenarios'. The program is also designed to be interactive with your client. Keep up the great work ScenarioNow!"

Gregory G. Downey, CTFA
Senior Vice President
Firstar Bank, N.A.

"I've used ScenarioNow software for one week in the field with my laptop. Being cautious, I tried it out with my best clients. Much to my surprise, I uncovered three investments from these "A" clients that were with other brokers from years past. Transferring those annuities netted ten times what I paid for the software. I'm very anxious to use it on all my client base."

Douglas E. Loner, CLU, ChFC
Senior Vice President
First Union Securities

"I think the RetireNow software is the most practical, yet powerful software on the market. It allows the planner to enter as many variables as are needed to carry out the plan's purpose, yet provides a very useful client friendly interactive tool to fully engage the client. Sometimes I have to peel them off the screen."

Carol Cantrell, CPA
Vice President
Briggs & Veselka Co.

"I’ve owned RetireNow for less than a week and it’s already generated sales! In one meeting I created a plan and showed a client how waiting three more years to retire would increase her net worth. Her jaw dropped! From that point on she was hooked and couldn’t stop touching the screen! I make money almost every time I use RetireNow.

Kenneth Cluck, Jr. CFP
Pines Financial Group
St. Louis, MO