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
$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!
14 day free trial!
Simply sign up for RNG and begin developing retirement plans for your clients in a risk free 14 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!
Curtis Cloke, CLTC, LUTCF, RICP
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.
© 2019 Thrive University - All Rights Reserved. | support@thriveincome.com t - 515-298-4748 - www.curtiscloke.com
CEO & Founder of THRIVE Income Distribution System
Adjunct Instructor for The American College of Financial Services