TRAK: Your Competitive Advantage

Your clients and participants have one key question…Am I ready to retire?  Help them find the answer with TRAK.

The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. (

TRAK will help you…

  • Show the shortfall between what your client needs for income in retirement, and what they’re projected to receive from their state retirement system.
  • Tell the change in take-home pay for your client’s 403(b) contribution.
  • Clarify state retirement plans with 650 updated public pension plans.
  • Deliver easy to understand graphical illustrations to validate your clients’ concerns based on the values they provide.

School’s Started.  Get Started with TRAK.

Download Your Free 90 Day Trial Version

Download Now


Qualify to receive the full version free, sponsored by National Life Group1

  • First Year Annuity Agent: On track or achieved YTD 25k annualized annuity premium
  • Non-First Year Annuity Agent: On track or achieved YTD 75k annualized annuity premium

Using TRAK in the 403(b) World



View TRAK Flyer

For more information

  • Contact Sales Desk for registration assistance – 800-906-3310, option 1
  • Contact Retire Ready for technical support –



1 Sales of products in IRAs or ERISA governed qualified plans paid on or after April 10, 2017 will not count towards qualification. Representatives registered with Equity Services, Inc. may not count indexed annuity sales towards qualification.

Qualification is determined annually.

For use with annuity sales only. TRAK is not approved for use in life sales.