Give Your Clients More Than Just Spreadsheets.

Drive Client Engagement by Providing a Visual Dashboard of your Client's Retirement Future.

Retirement NextGen (RNG) is an easy to use, dynamic retirement planning software tool that utilizes math & science to allow financial professionals to frame retirement solutions for their clients.

Retirement NextGen provides:

  • Retirement Income Dashboard that quantifies core measurements and frames safe vs. unsafe solutions
  • Income gap analysis
  • Current asset types (pre-tax, after-tax, tax-free, and tax-exclusion)
  • Dynamic tax calculations annually
  • Social Security Optimization and Timing
  • Pension Optimization & Election of options
  • Life insurance as an asset class and as a death benefit
  • Bracket-Bumping Roth conversion testing (offers easy wizard tool)
  • Built in Universe of SPIA, DIA (VA & FIA’s coming 2017)
  • “Monte-Carlo like” back-testing and simulation of multiple indices
  • Long term care testing of “Insurance vs. Self-funding” methods
  • Home equity line of credit testing (HECM)
  • DOL best interest (provides evidence of optimal solutions tested from multiple iterations)
  • Future defensibility for advisor best interest standard
  • Dynamic Medicare Part B cost (by tier and income levels)
  • All retirement income strategies that may include, SWIP, Bucket, and Floor
  • The ability to individually value each prescriptive recommendation of the plan
  • And much, much more…

Where did the idea of RNG come from?

Curtis is a seasoned frequent flyer- however, this was not a typical flight....

Watch a short video on some of the features of RNG!

Cost

$199
per month Retail

$130

per month

for THRIVE Alumni!

Contact us for your promo code if you are a THRIVE Alumni

Unlimited Cases Stored

All your cases are stored online with easy access for updating and presenting to clients!

30 day free trial!

Simply sign up for RNG and begin developing retirement plans for your clients in a risk free 30 day free trial!

SPIA, DIA, VA, & FIA Quotes

The world of income products at your finger tips with integrated access to Cannex, a web based SPIA, DIA, FIA, and VA quoting tool!

24/7 Access

Access your client's retirement plans any time, any where!

Recorded Webinars

Topic:     General RNG Overview & Case Study

Topic:     RNG Updates & Changes

Topic:     How To Use RNG to Guide Clients When their Retirement Plan Doesn't Look Good..