I just wanted to thank you so much for the Retirement Analyzer program.  This program has changed my practice dramatically.  Not only am I able to meet with my regular clients but now I can meet with High Net Worth clients and have a substantial point of difference.  By focusing on decumulation, or the return of my client’s money and not just the big pot of gold at the end of the rainbow, allows me to show competence in an area that very few representatives can.  This program is a door opener and transaction closer.  Thanks for all the work you do to continually update the system with the latest calculators, data and compliance materials.  I am sold on the program and I'm forever indebted to you for its effectiveness and efficiency.  Keep up the great work!
Dirk Adams,
Long Beach CA 
 

 

 

 

The Retirement Analyzer, (RA) is the most valuable agent tool in the marketplace today. It helps our agents provide solutions instead of pushing products.  RA shows needs for annuities, life and long term care insurance through easy to understand, colorful graphs and charts. Our agents provide a custom analysis to each of their clients and a long term plan which lead to increased sales, referrals and increased appointments. The face-to-face training, webinars and support provided by Cravens and Associates is an added value and unmatched in our industry today. This software gives our agents the competitive edge in the financial marketplace and is a must for agents and advisors trying to build their business through long lasting client relationships.
Cody Foster,
Owner/Founder, Advisors Excel

 

 

I wouldn’t be in this business if I didn’t truly believe in the products I sell.  The Retirement Analyzer works because it helps my clients see the big picture.  They can see how inflation can affect their future income or how long their current savings will last under different circumstances.  They can see how the costs of Long Term Care or Life Insurance fit into their budget, versus the potential consequences to their retirement funds if the unexpected happens.  The program has allowed me to help more clients, and in the process, I’ve written more business in the last few years than I had in the previous ten. I feel the program is a must for agents and advisors who are assisting clients with their retirement planning goals!!

Charles Stengel
Tennessee