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Calculators

72(t) Calculator
Calculate your client’s allowable 72(t) Distribution, and how it may fit into their early retirement plans. Go
Economic Recovery Calculator
Recovering from a devastating investment loss takes both time and very often new contributions. This calculator helps you determine what it might take to regroup, rebuild and re-grow after such an investment loss. Go
EIA Calculator
Calculate and explain how Equity Indexed Annuities may fit into your client's retirement plans. Go
Estate Planning Calculator
Estimate estate tax liability and project the value of the estate, and associated estate tax, for the next ten years. Go
Fixed Annuity Calculator
Determine and illustrate to your client how this secure, tax deferred product may fit into their retirement planning. Go
Life Expectancy Calculator
Calculates how much your client will need for retirement based on life expectancy factors. Go
Life Insurance Calculator
How much life insurance does your client need? Shows year by year breakdown of the family's future income and expenses. Go
Long Term Care Calculator
Calculates and graphically demonstrates for your client’s how financially prepared they are for this potential expense. Go
Retirement Income Calculator
Determine how much monthly income your client’s retirement savings may provide them during retirement. Go
RMD Calculator
Now you can calculate your client’s Required Minimum Distributions. Fast, easy and with full explanations. Go
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