Retirement Plan Simulator

Bring your client's retirement story to life

Explore how your client's retirement goals align with their existing income sources. Identify income gaps and propose solutions in an easy-to-understand way that keeps clients engaged.

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Retirement Plan Simulator

Powerful planning software meets an 
easy-to-use interface

Retirement Plan Simulator (RPS) was designed by financial advisors who understand the challenges of creating and delivering detailed financial plans in an easy-to-understand format. RPS leverages the same proven bucket-planning methodology used by these top advisors to scale their practice and increase AUM.

Set Retirement Goals

Easy data entry will quickly uncover your client's current financial situation and goals.

Identify Gaps

Identify gaps in your client's current plan, and build an income floor to solve for income goals.

Run Real-Time Simulations

Interactive sliders and animated graphs allow clients to play 'what if' and see results in real time.

Propose Solutions

Propose life insurance or annuities, and showcase FIA, RILA, VA or Security Solutions holistically.

Proposed Cash Flow graph report page
Streamlined data entry

Build a plan in less than ten minutes

Simple data inputs and interactive graphs quickly show how your proposed solutions will affect your clients plan. Interactive sliders let clients play ‘what-if’ when presenting on screen, and printed presentations are designed to mirror the on-screen experience.

Training resources

More than just planning software

Your Retirement Plan Simulator subscription gives you access to exclusive marketing and practice management resources that will help you scale your practice.

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Start a 14-day free trial

Try Retirement Plan Simulator, risk free. Your credit card won’t be charged for 14 days, and you can cancel or modify your subscription at any time.

Retirement Plan Simulator

Monthly Subscription


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Retirement Plan Simulator

Annual Subscription

Retirement Plan Simulator is also available in our Essentials, Pro, and Elite bundles