Quickly engage your clients with the dynamic interface.

  • Graphically illustrate retirement situations
  • Solve for retirement shortages
  • Live "What If" changes illustrate concepts and planning opportunities
  • Demonstrate wealth accumulation, retirement savings and drawdowns
  • Illustrate insurance needs
  • Calculate savings required for education with college tuition and housing database
  • Contrast three alternative scenarios with the current plan
  • 10,000 Monte Carlo simulations to show retirement probabilities and risks

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