Getting Started

Congratulations! You now own software with some of the most powerful tools available for demonstrating the benefits of proper retirement planning. Education is the heart of TRAK.  By using the software, you can quickly and vividly show the client how their financial scenario relates to retirement in regard to their assets and needs.

Below are a few links for getting started (e.g. how to register TRAK).  First review the links and then jump right to the program you want to learn.

Remember, you do not need to know how to use all of TRAK features before getting started. TRAK users only need proficiency in the features that encompass the needs of their client base.

Getting Started

The Retirement Analysis Kit is designed with ease of use in mind! The following links send you directly to explanations of all the different tools available.

Quick Startup Screen

Registering TRAK

Working with Client Files

What's New

TRAK Programs

Entering Agent Information

Walking through TRAK's Menu

Working with Dock Panels