Program Highlights

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Retirement Reality Check

• Program Highlights

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Retirement Reality Check

• An overall needs analysis program which can
  answer all of the following questions
• When can the client safely retire?
• How much monthly income do they want?
• Where is it going to come from?
• How is it going to change and why?
• What happens to the survivor at the 1st persons
  death?
• Will they run out of money??

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• The program determines if the client is going to
  run out of money based on their needs.

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• The software shows the effects of a negative
  market return.

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• This software determines the EXACT amount of
  death benefit the client needs based on their
  living circumstances.

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The program also looks at the effects of entering
a Long-Term Care facility.
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Retirement Reality Check

• Overall this program creates emotion through the
  clients Real Life Situations.
• It allows agents to use this emotion and
  provides concepts, NOT PRODUCT, to solve their
  problems.
• This requires solutions leading to product sales
• Death of a Spouse
• Prudent Level of Risk
• Long-Term Care