Available to any current RetirementCheck user. Simply log in to access the tools.
Works from data available on most standard single premium annuity statements or data found from the first few pages of a contract.
Calculate and provide clients their current investment results in less than 60 seconds based on results since their initial deposit.
Calculates results for Fixed Annuities
Calculates results for Variable Annuities
Calculate results for Mutual Funds or other Investments
Show total growth, net growth, fees, and fees as a percentage of growth
Calculate lost opportunity costs
Thousands of products built into system
Save calculations from phone directly to main application for running advanced projections and comparisons
Email results to client directly from phone or tablet