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Integrated tools with flexible subscription options—for financial advisors at any stage of the planning market.
Retirement Income Options Rio a complete annuity and life insurance sales tool
Rio—Retirement Income Options

An annuity and life insurance sales solution—Prove the unmatched value of an annuity or life insurance in retirement income planning. Includes an easy-to-use digital consumer fact finder.

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Retirement Road Map Baby Boomer Financial Planning Tool
Retirement Road Map

Your door opener to the baby boomer market—helps advisors chart retirement courses for baby boomers

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Life Goals basic needs analysis software
LifeGoals

A goal based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.

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Business Succession Planning software
Business Succession Concepts

Address all areas of business succession planning—Business Valuation, Business Continuation and Key Person Planning.

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Social Security lead generation tool
Social Security Lead Gen

How do I get more clients? Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.

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Social Security Pro maximization tool
Social Security Pro

Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.

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Qualified plan retirement income planning tool
Qualified Plan Concepts

Show clients how to use 401(k) and IRA distributions for maximum benefit.

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Retirement Estate Planning Tool
Estate Planning Concepts

Designed to simplify complex estate planning topics
Discuss estate planning without being an expert—let the software be the expert.

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Ready-2-Retire Retirement Income Prospecting and Lead Generation Tool
Ready-2-Retire

Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.

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Cash Flow Decisions Retirement Income Planning
Cash Flow Decisions

A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.

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Shop Product Bundles

Save up to 60% compared to individual subscription prices when you bundle PlanFacts products.

Basic Needs

Bundle
$29.95/monthly
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$299.50/annual
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For advisors working with newer or younger clients.
Products Included:
  *Includes a digital consumer fact finder

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