Improve Efficiency and Engagement
Your day is jam packed with meetings, but you struggle to overcome your clients’ apathy towards retirement planning and savings. You only have 10 minutes to put together a comprehensive plan for each client including the pension, social security, 403(b)/457 and other assets and present it engagingly.
We know the challenges the 403(b)/457 advisor is up against, and that’s why we created The Retirement Analysis Kit (TRAK). TRAK is your solution to the unique complexities of the 403(b) and 457 marketplaces and the first choice of the 403(b)/457 advisors everywhere.
Yes, we understand your challenges and have created solutions designed for you.
Forge Powerful Connections
Unique features like the Paycheck Analysis and Gap Analysis form an instant and powerful connection with your clients. The Paycheck Analysis can re-create a client’s paycheck allowing them to understand exactly how increasing their 403(b) or 457 contributions will affect their take-home pay. The Gap Analysis creates a complete retirement plan with all their incomes and projected benefits
When clients see how increased 403(b) or 457 contributions will improve their retirement outlook, many are motivated to increase their deferrals. Seeing how this fits in a full retirement plan engenders confidence.