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.
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.
