Retirement Income Bundle

Planning tools for financial advisors working with clients approaching retirement

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Personalized Prospecting Tools

Social Security Maximization

Retirement Income Planning

Estate Planning

Qualified Plan Distributions

Products included in the Retirement Income Bundle:

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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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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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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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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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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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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*Includes a Digital Consumer Fact Finder

Save time on data entry by sending clients a link to your personalized, highly-secure consumer fact finder.

See a Sample Fact Finder Site

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Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.

Retirement Income Bundle

Monthly Subscription
$79.95/month
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Retirement Income Bundle

Annual Subscription
$799.50/annual
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