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.
$1250 up front
if there are no new joint sales involved, the remaining $1250 is due prior to providing RNG output reports
if new sales are involved in the solve revenues split between THRIVE & the Advisor with no additional fees.
THRIVE Involved proven Client Process
RNG Subscription Required
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
Advisor to have retainer account with preloaded funds with THRIVE
Intial Retainer of $1,800 is required
Advisor has access to retirement knowledge, expertise, & resources of THRIVE
Rate applies in 15 minute increments
must have $500 in account at all times
Fill out your client's portfolio on our form fillable Fact Finder intake form and securely upload the information into your Retirement NextGen portal.
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.
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.
THRIVE Income Distribution System
320 North 3rd Street
Burlington, IA 52601
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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CEO & Founder of THRIVE Income Distribution System
Adjunct Instructor for The American College of Financial Services