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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Below are the top 10 reasons our software is so successful. We invite you to take our system on a "90-day money back GUARANTTEE" basis and see for yourself what the excitement is all about.1. Ease of Use Since the Retirement Snapshot is written in EXCEL, the system is very easy to use and there is virtually no learning curve. Unlike other systems which require a tremendous amount of time-consuming data collection and confusing data input, an entire Retirement Snapshot illustration can be created in as little as 10 - 15 minutes using our exclusive CLIENT DATA collection form. All input cells are clearly defined making it unnecessary to guess what/where to input data, as is the case with most illustration systems today. Online and live support is provided on an "as needed" basis and free of charge. 2. FINRA Compliant (Approved for use by the FINRA) Disclosure/Disclaimer Statement (1-1-07 through 12-31-07) "The Retirement Snapshot Illustration System and the reports contained herein do not make or imply any specific insurance-related, investment-related or tax-related recommendations. Any and all value-base projections are based plainly on mechanical computation derived from the input of collected data. No hypothetical scenarios are utilized to demonstrate negative or positive asset-based returns or losses. No supposition or assumption-based formularies are utilized during the spreadsheet construct. The Retirement Snapshot system does not predict or project investment or asset performance nor does it or its parties infer past performance is in any way indicative of future performance. All insurance-related, investment-related and tax-related recommendations should be presented by properly licensed and certified professionals. The Retirement Snapshot conforms with FINRA Rule 2210 (d)(1)(D) and adheres to policies contained therein." 3. Seamless Integration of ALL Financial Assets The Retirement Snapshot software is designed to integrate every asset, income stream and expense that clients own — thus painting a complete "picture" of cash flow and asset growth/decay over a 20-40 year period. Assumptions regarding inflation rates and interest rates can be changed easily to generate different "what-if" scenarios.
4. Allows Annuitization or Withdrawals from ANY/ALL Assets The Retirement Snapshot software allows you to annuitize or withdraw from any/all assets; making it easy to simulate "annuity ladders" or even "split annuity" designs to provide lifetime income streams. Of course, there are other software systems on the market that demonstrate income-producing annuity structures. However, only the Retirement Snapshot allows you to create these illustrations in relation to all other assets! Because income streams are shown in relation to future expenses, a far more accurate, real-time illustration is created. 5. PRICE The Retirement Snapshot was designed with price in mind. Other illustration software systems (which produce 20+ page reports, are time consuming to create and rarely read by the client) cost 2 to 10 times as much as the Retirement Snapshot. Our program costs just $395.00 and provides a proven, consumer/advisor friendly report guaranteed to increase your business by helping your clients "see their financial lifeline" for the first time, ever. All sales come with our 90-day Money Back Guarantee. 6. Paints a visual picture (using color) of all assets, cash flows, expenses, income streams, etc. What really sets this unique software apart is the "visual nature" of the reports. All income streams are shown in color and with different colors for each spouse. This makes it easy for your clients to see when an income stream, expense, annuitization, withdrawal, etc. begins and ends. In the case of the Retirement Snapshot, a picture is worth a 1,000 words... 7. Clearly demonstrates the need for Life Insurance, Additional Income and/or Long Term Care Insurance... As any negative cash flows are highlighted in the color RED, the ability to solve these cash flow problems by converting to an annuity or other investment is easily demonstrated. In addition, the potential need for additional Life Insurance and/or LTCI is easily demonstrated by reviewing the Retirement Snapshot's Asset Growth report with your client.
8. Easily create "What-If" Scenarios at Point-of-Sale! The Retirement Snapshot allows you to change inflation and interest rates for all investments, income streams, and expenses. Various "What-If" scenarios can be created and demonstrated to your client at the point-of-sale, in minutes! 9. Serves as an "EARLY WARNING DETECTION SYSTEM"! Most illustration systems present client data in a "one-dimensional" view: one asset being used for income... one withdrawal being paid from one asset... one investment being annuitized for income... The Retirement Snapshot provides a "MULTI-DIMENSIONAL" view — clearly demonstrating how ALL of your client's assets interact with each other and clearly identifying where and when income shortfalls will result. Once these "income gaps" are identified, solutions for your clients — and sales opportunities for you — can be generated. 10. Complete Sales and Marketing System The Retirement Snapshot software package can be purchased as a "stand-alone" product OR you can purchase these additional marketing modules which include the following sales materials:
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