- Can I afford to send my kids to college?
- Can I afford to retire?
- How much can I spend without having to worry about running out?
There are two versions of the software. The consumer version is available to everyone for free, and it puts together a review of your long-term financial outlook. The software screens are easy to navigate and very appealing to the eye. The instructional videos and easy-to-read graphs make it simple and fun to explore several "what if?" scenarios. And, when you're done, you can print out a professional-looking report.
There is also an expanded version of the software that is only available to financial professionals. It adds to the consumer version a variety of scenarios depicting various risks to a consumer's long-term financial prosperity. The professional version helps financial professionals demonstrate these risks and how to best protect consumers from them. To gain access to the professional version, financial professionals must be associated with an insurance carrier or marketing organization that has purchased a license for the professional version of Wealth & Income Planner.
Which version would you like to learn more about today?