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.
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Retirement Snapshot Presentation SystemThe Retirement Snapshot Presentation System will truly impress your prospects with the information provided. It is written in Microsoft PowerPoint and can be used off your laptop in your office or the client's home or done as a seminar. The presentation contains 25 slides and covers the concept of a Retirement Snapshot and other critical issues facing retirees such as the risk of needing long term care, types of investments and what to do with qualified plan money at retirement. Each slide comes with talking points providing you with key points to discuss. To see a demo of the Presentation System, click here. The cost of The PowerPoint Presentation System is $150.
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