September 27, 2019
Picture This: The Retirement Analysis Kit (TRAK)
When talking retirement, it’s always good to help visualize the dollars and cents. The Retirement Analysis Kit (TRAK) is a dynamic software tool that will help you do just that.
Each of TRAK’s three calculators helps focus clients on a specific retirement planning component.
Helps initially engage clients by calculating how much they can save now to build more for later.
Helps create a projection of their expected state retirement benefit, which can start to sound the alarm.
Shows the accumulation and distribution of the account, and how contributions today affect the value of accounts at retirement and how much they will provide from there.
You can use TRAK to bolster your 403(b)/457(b) marketing strategy.
Access the software free of charge by completing one of the following three steps:
- Attend a Certified Training – CLICK HERE for more information, and to see the Certified calendar for registration.
- Attend a TRAK Webinar – CLICK HERE to view the Agent Training calendar and register for the upcoming webinar.
- Meet with your VP or Key Account Representative on TRAK and how it can help grow your business.
Did you know?
RetireReady has recorded trainings on the software?
Click the button below to visit the training videos provided for you on their website.
ADDITIONAL RESOURCES
Cat No 103217
