Personal vs. Couples vs. Professional Edition – Product Comparison Chart

Comparison of RetirementView Editions

Personal Edition Couples Edition Professional Edition
ALL PRICING FOR NEW CUSTOMERS AND RENEWALS (Win/Mac) – SEE OUR ONLINE ORDER FORM $197 $297 $899
90-Day Iron Clad Money Back Guarantee ✓ ✓ ✓
Quick, Simple, Visual retirement planning ✓ ✓ ✓
Print Detailed Reports ✓ ✓ ✓
Export Data to Excel ✓ ✓ ✓
Email and Phone Support ✓ ✓ ✓
Enter unlimited number of investments ✓ ✓ ✓
Number of retirement plans you can create 1 1 with spouse Unlimited for Financial Professionals
Enter Personal Data for Spouse Separately ✓ ✓
Specify Owner of Investments as You/Spouse ✓ ✓
Continue Contributions and Returns after One Spouse retires and the other keeps working ✓ ✓
Enter Separate Social Security and Pension values for each Spouse ✓ ✓
View Spouse Combined Retirement Income analysis ✓ ✓
Print Spouse information on Detailed Report ✓ ✓
Customize printed reports with name, company, and contact info ✓
Customize disclaimers on printed report ✓
Life Insurance Needs Calculation ✓
Added Savings Solver (additional savings required to eliminate shortfalls) ✓
Required Minimum Distribution Calculations ✓ ✓ ✓
Add digital photo of clients to Client info ✓
Generate Built-in Social Security Estimate for Spouse ✓ ✓
Updated application “look” to reduce the “boring gray” syndrome that plagues most financial software applications. ✓ ✓ ✓
Updated Built-in Social Security estimate to use Average Wage Indexing series for building past earnings history. This makes the estimate more accurate when comparing to the Quick Calculator on SSA.gov and also makes the estimate more conservative (i.e. estimate is lower) new ✓ ✓ ✓
Installs and Runs on Windows® Vista®, Windows7®, Windows8®, Windows10® Desktops, Laptops and Tablets and on Mac® Computers new ✓ ✓ ✓
Model Indexed Annuities, Variable Annuities, Deferred Annuities, Immediated Annuities ✓ ✓ ✓
Model IUL, Whole Life ✓
Show Prospects If They Will Run Out of Money ✓
Get Prospects to Be Truthful about Assets and Accounts ✓
Get Prospects to Lean Forward and be Engaged in Meetings ✓
Get Prospects Asking You How to Fix Their Problem ✓

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