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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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Joe Barbarite,
The Retirement Pro

Retirement Snapshot 4.0

The Retirement Snapshot is available with 2 license options, namely, a 1-year and a 6-month option. The cost for the 1-year option is $369 and the cost for the 6-month option is only $197. Renewals for both options are for 1 year at a cost of $99.

With both licenses, you get my 90-day money-back guarantee. However, if you choose the 1-year option, I also give you over $200 worth of free bonuses and they’re yours to keep even in the unlikely event you ask for a refund during the 90-day trial period.

The bonuses are as follows:

  • 1 - The “Marketing and Advertising Arsenal” - this is my 171-page book that details 123 marketing tips that can have a very positive impact on your business.
  • 2 - My new, viral ebook named “Retirement Survival Guide” – this is a 30-page ebook that gets customized with your biographical and contact info. You can email it to your prospects and clients who, in turn, can email it to their friends. This is known as viral marketing and has the potential to really expand your business. Click here to view the entire ebook.

Several hundred insurance agents, financial planners and registered reps have already purchased the Retirement Snapshot program. After using the spreadsheet, they describe it in the following ways:

"incredible, exciting, powerful, easy to understand, a ‘breath of fresh air’, creates the sale with logic and not fear, magical, efficient and effective, revolutionary, long overdue, comprehensive, will change the way the industry does business".

Recently, I received a Thank You from a client who had just closed a sale and made an $18,000 commission as a result of showing his prospects their Retirement Snapshot. Why not join the hundreds of advisors who are using Retirement Snapshot to close more sales?

I’ve even received calls from Presidents of several Insurance Marketing Organizations (FMO’s) who have decided to use the Retirement Snapshot as part of their agent training. They told me that it’s the "missing link" in retirement illustration software.

I invite you to join the many advisors who are forgetting about presenting 20-30 page incomprehensible handouts and clearly see the benefits of presenting retirement cash flow to their prospects in ONE VIEW!

You have nothing to lose and a lot of potential sales to gain by presenting the "snapshot" to your prospects and clients with my 90-Day 100% Money-Back Guarantee!

To order, choose either of the following 2 options: