About

Great for: Individuals, Employees, plan participants, Financial Advisors, Insurance Agents, Brokers, Certified Financial planners, CFPs, CPAs, Employee Benefits consultants, TPAs, Plan Sponsors, 401(k) Enrollment Meetings, 401k Education, 403b education, IRA savings, Financial Advisers, Registered Representatives, Registered Reps, IARs

Software Specs: This PC Software runs on all versions of Windows® including Windows 98®, Windows ME®, Windows XP® (Home and Professional), Windows 2000®, Windows NT®, Windows Vista®, Windows7®, and Windows8®. Runs on Mac® now in native mode!Mac Compatible.

Pro Version: is used by financial advisors and insurance agents to educate clients about their retirement picture and to sell LTCi Long Term Care insurance, wealth management services, 401k plans, life insurance, annuities, split annuities, EIA equity indexed annuities, variable annuities, rollovers, reverse mortgages, indexed universal life, and any other product or service that is related to a person's financial retirement picture. Note to B/Ds: Falls under the exception to NASD/FINRA Rule 2210.