Turbocharge your future with a revolutionary Excel® spreadsheet that lets you create a retirement plan in 15 minutes or less. Color-coded reports help you quickly understand your financial picture... and help you plan for the future.
"It isn't often that I receive an offer that delivers what it promises. I have been using the Retirement Snapshot as a planning tool that enables me to build from a basic solution and develop into a customized plan for my clients. It lets them become involved in the closing of the sale. This develops the need for additional products as their financial weakness shows up in the projections. Over the course of the last few weeks I have come to appreciate the word — Service. You have certainly gone the extra mile to modify the program so that it enhances the presentations. Thank you and much success to you." Financial Consultants For Seniors, Mark Kaplowitz, Bridgewater, NJ "I have been in the Financial Services Profession for over thirty years. I have used many retirement planning programs and I often wondered why someone didn't do what you did. Your program is great. It presents the information on two pages so that the client can see and understand it. The fact that it only takes a few minutes to enter the client info makes it very easy to work with. Thanks and keep up the good work." Ron Hovis, Waxhaw, NC "I believe the Retirement Snapshot software program will allow people to better understand their financial picture in as little as 2 meetings(data gathering & presentation/implementation) vs. the normal 3-4 meetings using typical excel spreadsheets. After 33 yrs in the financial services business, I can attest that your software is a "breath of fresh air" that our industry badly needed. Someday, I hope that we can meet in person so I can shake your hand for all the work that you put into the development of this software. I have used my own excel spread sheet for years, so I know how difficult it is to organize the final results so that our clients can understand it. I think you have helped a lot of people by creating "Retirement Snapshot", both clients & agents." Rick Bringardner, Michigan Community Benefits, Farrington Hills, MI |
This site is for financial services professionals. If you are not a financial services professional, click here for the consumer version. The Retirement Snapshot EXCEL Program Will Let You Create 20 – 40 Year Retirement Cash Flow Projections in as Little as 15 Minutes and Help You Close More Sales — GUARANTEED !Finally... a software product has been created that is actually easy to use and WOW's your prospects and clients with its clarity and simplicityFellow Agent/Advisor: Welcome to my Retirement Snapshot software website where you’ll soon learn about a revolutionary EXCEL program you can use to close more sales. This program is extremely easy to use and helps you close significantly more sales because the output doesn’t overwhelm your clients with pages and pages of incomprehensible numbers. So, your clients will be able to make a buying decision. In fact, you’ll now be able to create 20 – 40 year cash flow projections and asset growth projections in as little as 15 minutes. Here is my unique 90-day money-back GUARANTEE If You Don’t Earn at Least $10,000 in commissions in the next 90 days using Retirement Snapshot, you can ask for and get a 100% return of your money. That’s how confident I am in the software. If you’re burdened with software that takes hours to use and creates pages and pages of output that your clients can’t understand, you’ll be pleased to know that the Retirement Snapshot program solves that problem once and for all. It’s an extremely easy-to-use EXCEL spreadsheet that captures all of your clients income and assets and generates only a 2-page report for both cash flow and asset growth. As a result, your clients will readily understand what you’re showing them and will more likely make a buying decision. As so many of my customers have said to me: "I’ve been in the financial planning business for over 30 years and have often wondered why somebody hasn’t done this!" That’s a direct quote from one of my hundreds of customers. The Retirement Snapshot program (though very easy-to-use) is very comprehensive and takes into account all income, taxes, RMD’s, deductions, assets and generates reports in color on a timeline going left to right that clearly shows your clients cash flow and asset growth. It serves as an "early warning detection system" for your clients notifying them now of any future cash flow shortages. This creates multiple sales opportunities for you. In a nutshell, here are the benefits of using the snapshot:
The Retirement Snapshot is also "FINRA-reviewed" and found to be consistent with applicable standards. Please do the following: 1 — Read the testimonials and listen to the audio testimonials of your fellow agents and advisors. They all agree that the Retirement Snapshot is superior and easier-to-use than all the other software products on the market. 2 — Click on the FAQ tab at the top of the page to get answers to the most common questions 3 — Click on the "Top 10 Reasons" tab to see why the software is superior to other products 4 — Click here and take the 15-minute demo and watch and listen as I create a detailed retirement snapshot for a fictitious couple. 5 — Order below to take your 90-day test drive. The cost is only $297 for a 1-year license with a $99 annual renewal. And I also provide a 6-month license for only $167. I’m sure you’ll agree that the price is a tremendous value. You know what other companies charge for their software and in many cases it’s not even guaranteed. My price is simply hard to beat and the cost is way less than other financial planning software. To order, just choose one of the following options: Click here for the one-year license. Click here for the 6-month license. Joe Barbarite, P.S. If you choose the 1-year option, I’ll customize my 30-page ebook called the "Retirement Survival Guide" for you. This can be a great prospecting tool for your business.
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