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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


Products

Retirement Snapshot Software — revolutionary EXCEL-based software program that allows you to create a retirement plan in 15 minutes or less
» Click Here to Learn More

Become an Instant Author of Your Own Customized Ebook

As you know, establishing credibility and trust is the most important thing you can do when prospecting for new clients. Now you can become your own published author of a 25-page ebook I wrote called "The Retirement Survival Guide" which you can email to all your prospects. The book is written as a PDF file enabling you to easily email the book to hundreds of prospects who, in turn. can email it to their contacts. This is known as viral marketing and has the potential to really increase your business as your ebook gets circulated.

The cost of the ebook is only $119 including customization and the establishment of links to your website, if you have one.

To preview the ebook in its entirety, please click here. Please note that this is a graphic illustration of the actual PDf file  you will be receiving.  The text in your file will be centered and formatted.
» ADD TO CART


Fixed Indexed Annuity S&P 500 Historical Calculator

The FIA EXCEL-based Software program enables you to demonstrate to your prospects and clients how your proposed annuity would have performed using historical values for the S&P 500 index.

This is a powerful tool since it shows the minimum interest credited to the annuity during down years for the S&P 500 index.
» Click here for more info.

Home Equity Analyzer — EXCEL-based program that shows you how to earn large Life Insurance commissions by transferring Home Equity into a life insurance contract.
» Click Here to Learn More

Retirement Snapshot Prospecting System — a complete marketing system that helps you prospect for clients interested in receiving a customized Retirement Snapshot
» Click Here to Learn More

Retirement Snapshot Presentation/Seminar System — a PowerPoint presentation which shows your clients how the Retirement Snapshot can help them plan for retirement.
» Click Here to Learn More

CD vs. Annuity Analyzer — an EXCEL-based spreadsheet that presents a compelling case for transferring CD money into an annuity.
» Click Here to Learn More

Annual Retirement Snapshot Renewal — $99  click here to renew for another year ADD TO CART

Combo Packages

Spreadsheet Package — includes the Retirement Snapshot spreadsheet, CD Analyzer and Home Equity Analyzer spreadsheet — $695 (savings of $74) ADD TO CART

Prospecting Package — includes Retirement Snapshot Spreadsheet & Prospecting System — $435 (savings of $84) ADD TO CART

Presentation Package — Includes Retirement Snapshot spreadsheet & PowerPoint Presentation System — $425 (savings of $69) ADD TO CART

Marketing Package — includes Prospecting System & PowerPoint Presentation System — $225 (savings of $50) ADD TO CART

Ultimate Total Selling System — includes all 5 products — $850 (savings of $315)

  • Retirement Snapshot Spreadsheet
  • Home Equity Analyzer
  • CD Analyzer Spreadsheet
  • Snapshot Prospecting System
  • Snapshot PowerPoint Presentation System
  • Viral Ebook

ADD TO CART

 

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