Lake Blue Ridge Fireworks – Pro Leadgen

Happy Independence Day!

Tim got his started a little early – or someone across the lake from him anyway. Check out the video of the show.

Do you know what it’s like to have some explosive power behind your practice?

Many advisors like you are using the RetirementView software to skyrocket what you do in one-on-one conversations with prospects and clients.

And that’s great!

You are getting rid of the “red” on a daily and weekly basis…. and helping people in the process.

But what if you could take that rocket fuel and apply it to your “lead generation” efforts?

Did you know that I invented the idea of a web financial calculator back in 1994?

I designed the first retirement calculator, the first Social Security estimator, the first Risk Profile analyzer and many more.

Lately all I hear about from advisors like you is “I need more leads!  If I could just get in front of more people, then I know I could really make a bigger impact AND make more money!”

Well, we heard you loud and clear!

We have created a “lead generation” version of RetirementView that runs from your website.

Yep!

It looks nearly identical to the desktop version, but it’s web based.

It does NOT let the prospect use every aspect of the software.

They can’t create a couples plan or add cash infusions and special expenses.

Clicking on those things tells them to contact YOU!

Or to set up an appointment with you… typically using a Calendly.com type of system.

What does that let you do????

It let’s you use the power of RetirementView with “mass marketing”…

Yep.  You can email it out to a list.  You could mail post cards about it.  You could let “groups” access it ….and it is advertising YOU and YOUR PRACTICE the entire time.

Maybe you have a radio show.  You can drive traffic to it from your radio program…

You can hang it off your existing website OR we could put it on it’s own domain name for you if you like so you can do ultimate tracking on it.

So….

In honor of this great holiday, we’re making you this explosive offer!

You can light up your lead generation by getting the “RetirementView 360 CLOUD Lead Generation Tool”.

What you get:

  • a branded version of the cloud lead gen RetirementView tool
  • tracking for Google and Facebook pixel
  • set up of Calendly.com for prospects to create appointments with you
  • teaser ads for you right on the lead gen RetirementView tool
  • social media images you can post to Facebook, LinkedIn, etc.
  • image for you to use in your email footer
  • FREE integration with your website (by popup link or by framing it out)

To take advantage of this incredible lead generation package, click here to order.

This offer is only good through Wednesday July 11th, 2018, so don’t delay.

From all of us here at Torrid Technologies, we hope you have a very happy and safe 4th!

Lake Blue Ridge Fireworks (Consumer)

Happy Independence Day to you all!

Tim got his started a little early – or someone across the lake from him anyway. Check out the video of the show.


July 4th fireworks on the lake 2018 from Tim Turner on Vimeo.

In honor of this great holiday, we’re making you this explosive offer!

You can light up your retirement planning with RetirementView Personal or Couples Edition for $50 off of your first year’s subscription (this is a one time discount).

To take advantage of this offer, click here and use the promo code FIREWORKS50 at checkout.

This offer is only good through Sunday July 8th, 2018, so don’t delay.

From all of us here at Torrid Technologies, we hope you have a very happy and safe 4th!

Happy Independence Day!

Happy Independence Day to you all!

Tim got his started a little early – or someone across the lake from him anyway. Check out the video of the show.


July 4th fireworks on the lake 2018 from Tim Turner on Vimeo.

In honor of this great holiday, we’re making you this explosive offer!

You can light up your practice with RetirementView Professional Edition at only $649 for your first year.

PLUS we will send you The top 11 ways that Finacial Advisors use our software to GET NEW CLIENTS AND increase their Assets Under Management or Annuity production.

To take advantage of this offer, click here and use the promo code PROJULY4 at checkout.

This offer is only good through Saturday so don’t delay.

From all of us here at Torrid Technologies, we hope you have a very happy and safe 4th!

 

May Newsletter 2018

Hello Again!

It’s been quite a long time since our last newsletter!

We’ve still been thinking about you. Here’s a short newsletter so we can touch base again. This image is a little teaser for both your appetite and the newsletter.

I guess by now that you’ve seen our updated version of the software. Our current edition is 2018.1h.

To find out what version you’re using, please follow the directions below.

PC Users:

Go to the HELP dropdown in your software then select “About this software”.

If you aren’t using 2018.1h, you can select “Check for updates” to download the most recent version. Carefully select your version.

You can also download the update here.

Mac Users:

Go to the RETIREMENTVIEW dropdown at the top of your screen. then select “About this software”.

If you aren’t using 2018.1h, you can select “Check for updates” from the HELP dropdown to download the most recent version. Carefully select your version.

You can also download the update here.

 

We’d love to hear from you if you have any questions, concerns or feedback.

 

Torrid Tech Talk

Real-World Retirement Planning

What I Should Have Said For Real-World Retirement Planning

Happy real-world retirementThe NY Times posted an article recently from Paul B. Brown. He’s a former advisor and author. When asked if he would change the advice he gave he said, ” No, I wouldn’t change any of the advice. I told people to start saving aggressively while they’re young and to diversify their holdings. — But I would have provided not only more empathy, but more real-world advice as well.”

The article goes on to detail 3 examples of things he would say now – in hindsight. He talks about the age of retirement, the reality of life and finances as well as those special expenses that come along. He actually even gives a percentage goal for how much you’ll need – which may surprise you.

You can read the full article here.

Radical New Strategy for Advisors in Asset Planning

asset planning

Family asset planning

Have you ever considered providing asset planning for the whole family when consulting with your clients?

Forbes October magazine has an interesting article about a pilot program from an advisor with Wells Fargo.

We probably all know of situations in which a family death began a feud over what money and possessions remain. It doesn’t seem to matter if it’s great amounts of money or small. It always has the potential to get unpleasant.

The program highlighted in this article seeks to counsel families in how to plan for the inheritances – before death – so that everyone makes the best use of the assets. Parents are finding comfort through this program in discussing their financial standing openly and honestly with their children so that they can plan to make the best use of their inheritance. It also gives peace of mind to the parents that their gifts will be used appropriately and not be wasted on foolish gains and activities.

The clients noted in the article are, admittedly, dealing with massive amounts of money. Maybe you have some of those clients yourself. Maybe your clients with less money could benefit from a similar approach as well.

Take a look at the article and see what you think. This program is reporting huge success and say they have people beating down the doors to be involved. Could this work for you in your practice?

Inflation and Your Retirement

Inflation, death and taxes – all a sure thing.

InflationWhen you’re talking about your retirement, inflation is one of those unsure elements that can make or break your sound planning.

Many Americans identify inflation as one of their greatest concerns. You know it’s coming. Is your retirement plan such that it is able to handle the expected or unexpected jumps?

FoxBusiness.com published this article recently outlining the Facts v. Myths you may find interesting in light of your retirement goals. Many people expect to handle any lapses by being more frugal, but will that cover the possible shortfalls?

FoxBusiness.com quotes  Deb Repya, VP of Consumer Insights for Allianz Life; “Although it may be an option for managing expenses, frugality is not a financial strategy that will mindfully and effectively address the rising cost of living throughout retirement, especially one that could last 30 years or more. There are many factors to consider when planning a long, comfortable retirement and addressing inflation is a critical piece of that puzzle.”

For more information, check out the full article here.

MORE Important Retirement Savings – Age 66

Continuing our series: Age 66 – What you need to know now.

Age 66This is the next to the last installment in our series. I hope you’ve learned a lot! Maybe it hasn’t applied to you to this point so you’re just joining us now. In either case, what do you need to know about your retirement planning at age 66?

Social Security! We all have been waiting – hoping it will be there when we finally are eligible to collect. Those of you who are baby boomers are indeed eligible to receive full benefits at age 66, however, there are increases in monthly benefits if you wait until age 70 to start claiming them. Claiming Social Security before age 66 can mean significant reductions in your monthly pay outs. The opposite is also true – if you wait – you will see a significant increase in those same monthly benefits.

What if you aren’t a baby boomer, but you are looking ahead – as a wise person should? The requirements are different for you! Check out this full video from US News and World Reports for all the details.

Missed one in the series? Just click below. Want to be sure you catch the last installment regarding important information for your retirement by age?  Watch for it on Thursday September 28th.

Age 50

Age 59 1/2

Age 60

Important Retirement Savings – Age 59 1/2

Do you have 90 seconds to enhance your retirement savings?

Retirement SavingsIf you have 90 seconds to spare, I found some awesome information that can enhance your retirement savings if you are at least age 59 1/2!

There may be times in your life where you feel like you need to dip into that retirement savings, but by waiting until age 59 1/2, you can avoid hefty penalties when you include the taxes also due on the withdrawal. There are some exceptions though.

Check out this video from US News and World Reports for more details. The video is literally 1 minute and 14 seconds. That’s about how long it takes to ride the escalator to your office! 1 minute and 14 seconds that could save you a bunch of money – knowledge is power!

Important Retirement Savings – Age 50

Do you have 90 seconds to enhance your retirement savings?

Retirement SavingsIf you have 90 seconds to spare, I found some awesome information that can enhance your retirement savings if you are at least age 50!

Did you know that the closer you get to retiring, there are changes in rules regarding contributions and withdrawals from  your IRA and 401(k) accounts? Once you turn age 50 you can save more in your 401(k) account than younger coworkers. By maxing out your 401(k), you can save a significant amount in taxes. After age 50, IRA accounts also allow you to make larger catch up payments and to defer taxes on more money than younger investors.

US News and World Reports has a great recap of these rules in short video located here. It’s really just over a minute long.

 

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