Which type of agent would your software program appeal to?
Agents who want to build their business through long term client relationships by positioning themselves as a trusted advisor. The Retirement Analyzer appeals to agents who have or want to develop expertise in Annuities, Life and Long Term Care Insurance.
What types of products will this software help me to sell?
Annuities, Life and Long Term Care Insurances.
What documentation does the client need on the first interview?
We recommend four items: Retirement benefits statement from employer at time of client estimated retirement date, a Social Security benefits statement, current payroll stub, and recent account statements from any source of funds that are specifically earmarked for retirement. Once you become a Retirement Analyzer client, you will have access to our state of the art Agent PowerPac which provides many files to help you get acclimated to our program. Included in the PowerPac is a “What to Bring” to the first appointment letter.
How will the Retirement Analyzer help clients decide if they are ready to retire?
Most people do not have any idea what it takes to survive financially, throughout retirement. Using conservative estimates, the Retirement Analyzer can create a clear picture of how a client’s funds will react during each year in retirement.
Will the software work for all client ages?
The software works well for all client ages. If you are dealing with younger clients, you will obviously have more options because of a longer investment time horizon. If you are dealing with middle-age clients you will be able to help them protect against turbulent economic times, premature death and long term care liability. If you are dealing with clients who are in retirement, you will be able to help them create guaranteed cash streams and analyze if they will have enough money to live a comfortable retirement.
What if the Retirement Analyzer shows the client is not financially ready to retire?
If this were to happen, you can clearly indicate all options available. I have found generally there are three alternatives. First, continue working and retire at a later date, second, generate income from a different line of work and third, cut back on expenses. The Retirement Analyzer will clearly show the effects of each option.
Do you have any live training to help me get acclimated to The Retirement Analyzer Program?
Once you begin with us, you can attend any of our educational webinars that we conduct weekly during business hours, to help you begin using and to feel comfortable with our program. We have pre-recorded webinars on our website that are available on demand. We are also available daily by telephone or email to help to answer any of your questions.