Easy-to-Learn
Easy- to-Use
Quick
Not Complicated
Real-time
Instantaneous
This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits,
other cash infusions, and unlimited Investments both tax-deferred and taxable.
This retirement planning program is for those saving for retirement as well as
those already retired.
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RetirementView
Software
- Professional Edition -
Keep
it Simple! ---- QUICK. SIMPLE. VISUAL.
For advisors and agents: "No more headaches from complicated software." Answers your clients' #1 Question: Will I run out of money in retirement? and What can I do to maximize my chance of not running out of money?
This
Quick, Simple, and Visual retirement income planning software can be used to create colorful illustrations
that captivate your clients, build rapport, and enhance your sales efforts. Advisors
are using this to sell Wealth Management,
Life Insurance, LTCi, Annuities, UL, Reverse Mortgages, Life Settlements, or any other related financial product.
So easy anyone can understand it. In less than 15 minutes you can punch in basic
data and have Retirement Planner generating meaningful and accurate retirement
savings projections. Even more important, the easy-to-read charts display in "red"
any projected shortfall. It's also comprehensive. Unlimited investments. Unlimited
cash infusions and income streams. Unlimited Expenses.
The BUZZZZZ about our software:
"It's brilliant!" - Life Insurance Selling Magazine
Used by Craig Randall, $40 Million+ Producer and 2007 Senior Market Advisor
of the Year,
as awarded by Senior Market Advisor Magazine
"...the most important software
on my computer... - Mark Umek, Career Agent
"I love the program and it works great with clients." - Allen McLellan,
CLU, CSA, CFP®
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Great for: Individuals, Employees, plan participants, Financial Advisors, Insurance
Agents, Brokers, Certified Financial planners, CPAs, Employee Benefits consultants,
TPAs, Plan Sponsors, 401(k) Enrollment Meetings, 401k Education, 403b education,
IRA savings, Financial Advisers, Registered Representatives, Registered Reps,
IARs
Software
Specs: This PC Software runs on all versions of Windows® including Windows
98®, Windows ME®, Windows XP® (Home and Professional), Windows 2000®,
Windows NT® and Windows Vista® ready now.
Pro Version: is used by financial advisors and insurance agents to educate clients
about their retirement picture and to sell LTCi Long Term Care insurance, wealth
management services, 401k plans, life insurance, annuities, split annuities, EIA
equity indexed annuities, variable annuities, rollovers, reverse mortgages, indexed
universal life, and any other product or service that is related to a person's
financial retirement picture. Note to B/Ds: Falls under
the exception to NASD/FINRA Rule 2210.
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BENEFITS OF
OUR SOFTWARE: Using our software, you will be able to:
- Reduce your headaches
from over-complicated software.
- Spend less time
on fact finders and software "plans".
- Establish credibility
in less than 10 minutes.
- Become tremendously
more productive in less time.
- Improve client
communications while talking less.
- Get Clients to
"reveal" more assets as the software acts as a "truth serum".
- Visually show
clients whether they will "run out of money".
- Gain client commitment
to your recommendations.
- Increase "trust"
as the software acts as the independent 3rd party "expert" opinion.
- Learn how to use
this program in only 30 minutes - Guaranteed!
Links to More
Information:
ORDER
BY PHONE: 888.333.5095
SALES/QUESTIONS:
888.333.5095
ORDER
ONLINE:
Website
Online Secure Order Form
Have a Question or
Need Help?
MORE
AND MORE TESTIMONIALS FROM REAL USERS....
Life
Insurance Selling Magazine:
"It's
[RetirementView] more than instructive -- it's brilliant -- for the
advisor and the customer to be able to see outcomes, and to change them dramatically
with a keystroke or two. The process takes "what if" calculations from
the sublime and complicated to a ridiculously easy visual "picture".
- Richard Hoe
Financial
Advisor Magazine:
"Retirement
Savings Planner has a number of appealing features. First and foremost is ease
of use. Most data entry takes place on two screens, yet with a few additional
mouse clicks, you can add numerous refinements to the plan. The graph updates
as you work on the main screen, which I like."
- Joel Bruckenstein
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"I love the program and
it works great with clients. I'll go further to say that I've been in business
for 14 years. I've looked for a long time for a QUICK,
EASY, and "USER-FRIENDLY" program which clients can understand. Very few
of my clients want huge financial plans with 100 pages of "boiler plate" which
often answers questions that the clients don't even have!! What most of them want
now is a simple program to answer the questions of "What do I really have in retirement?"
and "Do I have enough?". I use [RetirementView] righjt in front of
the client, orient him/her to the visuals, and go through the "What Ifs" such
as higher inflation, lower returns, retiring later, etc. Clients
LOVE it!... and it gives instant credibility to the broker. Thanks for
a GREAT program!!"
Allen C. (Al) McLellan
LUTCF, CLTC, CLU, ChFC, CSA, CASL®, CRFAT, CFP®
"Since I have purchased
the Retirement Planner I have come to regard it as the
most important software on my computer. Each new person that I talk to,
I ask if they would like to see a snapshot of their retirement picture. It only
takes 15 or 20 minutes and once the basics are completed we can play "what
if ?" and get immediate feedback in graphic format. It helps me to create
credible relationships in a much shorter time frame and leads to potential sales
in many areas. Insurance, Long Term Care and investments. I expect that it will
also be a great tool for long term relationships as we meet at future times and
review the results of our decisions by comparing the picture before and what it
is at the future time".
- Mark A. Umek, Career Agent
READ FULL TESTIMONIAL
"The Retirement Savings
Planner from Torrid Technologies has been the
most exciting innovation we’ve come across in a long time .It
has generated a lot of excitement and energy since we discovered it (thanks to
you!) in May or June of this year. We just completed a very strong September of
issued business and a good portion of that business was generated using the Retirement
Savings Planner software.
We have developed and areusing
a flyer as a mailer and prospecting too. We are in the process of developing a
seminar and complete marketing program based on the software. We now introduce
the software to every new agent as their first useful prospecting tool.
The
success stories we have been hearing range from much easier life insurance and
long term care insurance sales to all types of retirement planning sales.
I am thrilled that you will be able to be a presenter at NEC so that the entire
field force of OneAmerica, including the Home Office and field force of the Retirement
Services division, will have a chance to see the software up close and grasp its
power."
- David D. Braun, ChFC,
CLU, CSA, LUTCF
General Agent
American Financial of California
READ FULL TESTIMONIAL
 "We
now highly recommend the software to every
new Career Agent we hire and have found the new Career Agents to be very
enthusiastic about it. They find it extremely easy to learn and use."
- Ronald G. Gill, CSA
General Agent
American Financial of California
READ FULL TESTIMONIAL
"I like the Retirement
Savings Planner software very much and use it frequently. Recently I sat down
with a woman in a rush situation - I really only had a few minutes to spend with
her. In 5 minutes we quickly inputted her information and showed a shortage and
inadequate retirement funds, and I closed
a Roth IRA right on the spot."
- Martin O. McCann IV, LUTCF, CSA
Financial Advisor, Career Agent
"I met with a couplein
their 30’s who planned to keep the wife’s $100,000 life insurance as
it was with no additional coverage. They came in because they thought it would
be best to increase the husband’s coverage from $200,000 to $400,000. After
putting their numbers into the RetirementView and using the Life Insurance
Needs tool, they decided that indeed they were underinsured. We
wrote an additional $400,000 on the wife and $1.5 million on the husband.
There is no doubt in my mind that I would have never been able to do that without
the Retirement SavingsPlanner.
Clients like being part
of the planning. Looking at different options is quite fast and easy for the client
to understand. A couple that was 4 years from retirement was especially excited
to throw different “what-ifs” at me to input and to see the results.
It was very easy to understand yet vivid; it definitely got their attention."
- Another Career Agent
I have been very impressed
with how the objection of LTCi premium
being too expensive never comes up when I show what happens to retirement
funds when a long term care event is illustrated. I show the difference between
cost of the event and the premium for LTCi. If the wife is present, I get the
go ahead to present a LTCi quote.
- Lance Nystrem, CSA
Broker
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- Barron's
- BusinessWeek
- Financial Advisor
- Financial Planning
- FORBES
- InvestmentNews.com
- Insurance Marketing
- Life Insurance Selling
- Money
- National Underwriter's
- Reader's Digest
- Senior Market Advisor
- Trusts & Estates
- USA Today
- Wall Street Journal
"Thanks! I have enjoyed and used your product for a long, long time."
- Pete Wallner
"Everyone who tries it will want to buy and use it."
- Patricia Mull, CPA, PFS
FREE Updates for one year and over-the-top support for any RetirementView purchase. Buy Now to get this deal!
 Our
software program is:
- Affordable
- Easy to Use
- Easy for you to Understand
- Easy for your client to Understand
- Easy to Learn
- Does NOT require hours to create a plan
- Takes only a few minutes to create a plan
- Can be used as a sales tool
- Does NOT require a training class to learn how to use it
- Does NOT print reports longer than 10 pages.
"Other programs"
are:
- Expensive
- Too Complicated
- Confuses your clients
- Confusion = Inaction
- Hard for you to Understand
- Hard for your client to Understand
- Hard to Learn
- Requires hours to create a plan
- Cannot be used as a sales tool
- Requires a training class to learn how to use it
- LONG printed reports require reams of paper
- Files require tons of storage space.
THERE
IS A BETTER WAY!
Retirement
Savings Planner
- QUICK
- SIMPLE
- VISUAL
"I've tried four other retirement planning programs, including one from amajor
broker, and this is the easiest to use, gives the most accurate results, and has
the best graphs and charts. I'm very pleased and I highly recommend it."
- Richard Johns
Click to Enlarge
"Since I have purchased the Retirment Planner I have come to regard it as
the most important software on my computer.
Each new person that I talk to, I ask if they would like to see a snapshot of
their retirement picture. It only takes 15 or 20 minutes and once the basics are
completed we can play"what if?" and get immediate feedback in graphical format.
It helps me to create credible relationships in a much shorter time frame and
leads to potential sales in many areas. Insurance, Long Term Care and investments.
Iexpect that it will also be a great tool for long-term relationships as wemeet
at future times and review the results of our decisions by comparing the picture
before and what it is at the future time."- Mark Umek, Top Producer
"My clients love the graphic elements - easy to understand - no smoke and
mirrors! I let them input their own numbers in an interview so they feel like
they ownthe process. Works VERY well. I believe it is the very
best visual retirement planning tool on the market. I will highly endorse
your product with my peers."
- David B. Cole, Financial Advisor
"I love the RetirementView software. It is so colorful and consumer
friendly. I've looked at MoneyTree, Profiles and other tools and the RetirementSavings
Planner is the best software for me. It is a fantastic
door opener no matter what you are selling. It's very user friendly for
the sales person and the consumer. People today want something that's quick, catches
their interest and gets them to do something right away... Torrid's Retirement
Savings Planner is a great tool for me to do that with clients."
- Robb Soria, Financial Advisor
We
have Agents, Advisors, Planners, or Brokers affiliated with these companies that
have purchased our software:
- Advisors Excel
- AIG Financial Advisors
- AIP Group
- American Financial of CA
- American Reliance Group
- American United Life
- Ameritas
- Centier Bank
- Century Securities
- Commerce Bank
- Commonwealth Financial
- Compass Financial
- Eastern Financial Group
- Fifth-Third Bank
- First National Bank
- FFP Securities
- Fortune Financial
- FSC Securities
- Grand Bank & Trust
- Girard Securities
- Householder Group
- HDVest
- ING
- InterSecurities (ISI)
- Investors Capital
- J.P. Morgan
- Life Partners
- Lincoln Financial
- Lincoln Investments
- LPL - Linsco/Private Ledger
- Merrill Lynch
- MetLife
- MFS
- Morgan Keegan
- Morgan Stanley
- Nettworth Financial
- New York Life
- NEXT Financial
- NPC - National Planning Corp
- Northwestern Mutual
- Nutmeg Securities
- OneAmerica
- Packerland Brokerage
- Plymouth Savings Bank
- Primerica
- Principal Financial Group
- Prudential Financial
- Raymond James
- Robert W. Baird
- Royal Alliance
- Securities America
- Sigma Financial
- SII Investments
- State Farm
- Stifel Financial
- SunAmerica Securities
- Tracy Federal Credit Union
- UBS
- United Benefit Advisors
- US Allianz Securities
- Visions Federal Credit Union
- Wachovia Securities
- Walnut Street Securities
- Woodbury Financial
- Workman Securities
- World Financial Group
- And Many Others!!!
Our
software program is:
- Affordable
- Easy to Use
- Easy for you to Understand
- Easy for your client to Understand
- Easy to Learn
- Does NOT require hours to create a plan
- Takes only a few minutes to create a plan
- Can be used as a sales tool
- Does NOT require a training class to learn how to use it
- Does NOT print reports longer than 10 pages.
"Other programs"
are:
- Expensive
- Hard to Use
- Hard for you to Understand
- Hard for your client to Understand
- Hard to Learn
- Requires hours to create a plan
- Cannot be used as a sales tool
- Requires a training class to learn how to use it
- Prints out massive reports requiring reams of paper that confuse the clients
and require a lot of storage space.
THERE
IS A BETTER WAY!
Retirement
Savings Planner
- QUICK
- SIMPLE
- VISUAL
"Love the program. I recommend it to friends frequently."
- Frank Bastien
"I have used this software for many years and I really love it. It has been a great planning tool for me."
-Jeff Paulson
"It's a terrific tool, with two key strengths being (1) the clarity of the graphs and output; and, (2) the ability to plan top-down, bottom-up, or in-between. Very flexible. I did a bit of research on other software and your program is the best value by far."
- Ken Anderson
"I regularly use it and it is still the best I have found."
-Max Cortner
"I just purched the couples edition. I think that it is fantastic. I am 62 and I'm sure you'll be getting several orders from all my friends who I tell how great it is. ... A few months ago I spent over $3000 with a financial planner whose program wasn't HALF as good as yours."
-Joe Kelliher |
