Retirement advice that wins new business
Help your financial advisors attract more qualified leads and increase share of wallet with a retirement insights tool that delivers value in seconds.
Quickly and accurately creates tax-efficient retirement income strategies for clients.
Makes retirement income planning easier for advisors.
Generates situation specific leads to position your product.
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This is an excellent retirement income software tool that I feel compliments any of the current financial planning ‘accumulation’ tools. It has a strong executive summary piece, and helped turn my meeting into a great solution for my clients – saving them thousands of dollars in taxes.
- Shawn Todd CFP, Partner – ECIVDA Financial Planning Boutique
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How you draw down your retirement savings
could save you thousands — this program proves
it. Here's a valuable tool focused on finding the
'winning strategy' in using your retirement
savings at the right time.
- Jonathan Chevreau, Financial Post
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Retirees have an entirely different set of concerns than people in the accumulation phase of life. Topping that list are a) running out of money and b) paying too much in taxes. This tool provides my clients (and I) with the answers to these concerns in a format that is the easiest to understand in the entire industry.
- Mac Graham, Retirement Advisor, Klyne Financial
This allows us to determine the best course of action from an income tax and estate standpoint. This aligns perfectly with our practice as we are able to manage our clients’ investments towards these outcomes and offer the estate protection programs to simplify and maximize the intergenerational wealth transfers.
– Chris Coderre, Vice President, Investment Advisor, Portfolio Manager, Caldwell Securities Ltd.
– Cheryl Maloney, CPA, CMA, ECA, Insurance Advisor, Certified Executor Advisor, Caldwell Securities Ltd.
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Discover tax-efficient strategies for retirement income.
All of the insight of the digital experience in a read-friendly, white labeled pdf document.
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