Take Advantage of our Retirement Resources.

Don't have time to learn new software? Let Curtis's team of experts provide the analytics for your next client's retirement plan through THRIVE's Precision Retirement by Design. 

Introducing PRECISION Retirement By Design- Your New Back-Office Partner In Retirement Income Planning.

Precision Retirement by Design

Client Focused. Client Designed.

Joint Case Work

$2499

or $1250 and commission split

$1250 up front 

if there are no products involved, the remaining $1250 is due prior to recieving output reports

if products are involved in the solve, commissions are split between THRIVE & the Advisor, with no additional fees

THRIVE Involved proven Client Process

RNG Subscription Required

Strictly Analytics

$999

/ per case

Advisor collects client data, performs data entry

THRIVE performs retirement "solve" in RNG

THRIVE provides Advisor output report & all product quotes

Advisor works with client & presents results

RNG subscription required

Client case will be stored in Advisor's RNG account for client presentation and future updating if necessary

RETIREMENT INQUIRY RETAINER
$250

/ per half hour

Advisor to have retainer account with preloaded funds with THRIVE

100000 messages

Advisor has access to retirement knowledge, expertise, & resources of THRIVE

Rate applies in 15 minute increments

must have $500 in account at all times

How Does It Work?

Form Entry

Fill out your client's portfolio on our form fillable Fact Finder intake form and securely upload the information into your Retirement NextGen portal. 

Back Office Analytics

Our team of experts will analyze the data and will apply Curtis's strategies to your client's retirement plan using Curtis's suite of retirement income planning tools. 

Presentation of Report

We will provide you, the financial professional with your client's retirement "story", a detailed, visual report that includes all analytics of their retirement plan. 

Let Us Do the Heavy Lifting.....

Let our team of experts handle the analytics of your next retirement plan.

For More Information Contact

support@thriveincome.com 

515-298-4748

Curtis Cloke, CLTC, LUTCF, RICP

CEO & Founder of THRIVE Income Distribution System

Adjunct Instructor for The American College of Financial Services

THRIVE Income Distribution System

320 North 3rd Street

Burlington, IA  52601

515-298-4748

support@thriveincome.com

This Website is for professional use only. Investors should contact a financial services professional and not rely on this website for advice. 

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