1. Goal Planner
Work with your clients on a whole new level. Our brand new Goal Planner provides an interactive client experience built your way, based on your feedback. Using straight line math and Monte Carlo analysis, you and your clients can now easily build and prioritize common goals, like funding retirement or paying for a child’s education. Check out our blog post to see the latest improvements to our Goal Planner.
2. Investment Income Tools
Help clients visualize how their income will last through retirement. Thanks to our 12-month income summary report, you can show clients what it will take to reach their retirement goals and how it will look when they get there. Listen to our Weekly Training WebEx, The Road Less Traveled: Securing Retirement Income, to learn more about our investment income tools and discover tips on how to use them.