The Retirement Analysis Kit (TRAK) Reviews

The Retirement Analysis Kit (TRAK) Description

The Retirement Analysis Kit is a retirement software that has a proven track-record of helping advisors motivate and engage people towards retirement readiness. Answer your clients' important questions about retirement. Engage participants in a personalized educational program that motivates them to take action. Plan retirement comprehensively with each participant. Calculate pension benefits and survivor options. Maximize pensions. Show how to incorporate 403(b), 457, and other retirement savings strategies into a holistic plan. TRAK helps you to work in the best interest of your clients by providing transparent and understandable answers and analyses on common retirement strategies. You may have spent time and energy creating a retirement plan, but your clients' eyes glaze over and they respond with "We'll consider it". You are not connecting with your clients when you have meetings like this.