"I've never had this comprehensive of a financial consultation." — Ben Steel, Client

Ever since the RetireworX Planner was first released three years ago, consultants using this revolutionary software have consistently experienced a dramatic increase in annuity sales.

What makes the RetireworX Planner indispensible for a financial consultant who offers annuities as a solution for retirement planning?

• It's VISUAL
The all-in-one dashboard design of the product allows you and your client to see everything that impacts their retirement in one glance. The dynamic displays and charts create a clear picture for your client that eliminates all of the mystery of a successful retirement plan.

• It's FAST
Working with your client, entering the data takes less than five minutes and has your client actively engaged in establishing their retirement goals and patterns.

• It's EASY to use
Your client's retirement asset accumulation target and retirement income distribution pattern necessary to meet their retirement goals are displayed in powerful charts and summaries. The monthly income worksheet and asset portfolio worksheet make it easy to enter data into the plan in a logical and easy-to-follow sequence.

• It's INTERACTIVE
RetireworX Planner makes immediate recommendations for adjustments to various parameters, including the year of retirement, monthly income needs, investment assets, pre- and post-retirement rate of return. By using these "what-if" scenarios, you and the client can work together interactively and arrive at a plan that fits your client's needs within a matter of minutes.

Now, get ready for the factor...

Quite simply, the most effective retirement planning consultation tool on the market just got better. After two years of intensive design and development, we have improved what was already the best tool available to make it even more comprehensive and robust.

Whether you are an existing or new RetireworX Planner user, expect the unexpected with RetireworX Planner 2.0. Expect the factor.

Here are some of the exciting new features of the RetireworX Planner 2.0:

	The new Additional Income figure (with a separate itemized worksheet) allows you to incorporate a variety of factors into your planning, such as: Rental property income Disability payments Mortgage liens Debt income Receivables income Small business income Stockholder dividends And much, much more...
	You can now specify start and/or end dates for any Additional Income, Monthly Expense or Retirement Assets item. This new feature will enable you to incorporate and portray every possible client scenario, such as: Converting liquid assets to investment capital and vice versa Paying off mortgage loans Guaranteed income can be shown to start at a future date, and illustrate the impact on your clients financial success Life Insurance added as a sale increase Income from cash value of IUL's can now be displayed, start and end dates for premium as well as start and end dates for tax free income, AND display it without taxes!! And much, much more...
	The new BREAKPOINT button appears when a plan is successful. Clicking on this button will give you the "breakpoint" for a successful plan with regards to portfolio assets, monthly expenses and investment return. In the time that it takes to click your mouse, this feature will enable you to display the amount of "sacred funds" a client needs to insure that their retirement plan is successful.
	Retirement Assets worksheet now has a field which displays the % of the total portfolio for each current year entry.
	The "Blank Worksheets" option will allow you to provide your client with a simple planning tool they can take home and fill out.
	We now support a wider variety of monitor sizes and resolutions with automatic dashboard resizing.
	RetireworX Planner 2.0 works with all of your existing plans created using RetireworX Planner.
	We have kept the same product look and feel, so there is no annoying re-learning curve.
	All of the existing features of RetireworX Planner that you have come to rely on are still available.
	And best of all, if you have an current active license, the new release is available at no additional cost. Simply click on the link below to replace your existing version with the new RetireworX Planner 2.0 and get prepared for the factor.

Existing RetireworX Planner users with an active license:

1. Click on the following link which will take you to the Download page on the RetireworX website: www.retireworx.com/planner/download
2. Follow the directions to download and install RetireworX Planner 2.0.
3. Experience the factor.

New RetireworX Planner 2.0 users:

1. Click on the following link which will take you to the Download page on the RetireworX website: www.retireworx.com/planner/download
2. Follow the directions to download and install RetireworX Planner 2.0.
3. Go to the PURCHASE tab on our website: www.retireworx.com/purchase
4. When you get an email with your license key, follow the instructions to activate your 1-year license.
5. Experience the factor.