How do I run a Social Security report that doesn’t necessarily maximize benefits, but instead generates benefits for specified ages of husband and wife? Looking at the analysis for different situations is great, but I need to create the output for a scenario that as an advisor I recommend.
New Social Security tool debuts for advisers
The latest benefits optimizing software is free….Investment News article on GoWealthPro’s Social Security Maximizer tool.
http://www.investmentnews.com/article/20140218/BLOG05/140219913
Plan Adviser article on Social Security
www.planadviser.com/OMYEN_Releases_Social_Security_Software.aspx
GoWealthPro Announces The Advanced Social Security Planning Technology
GoWealthPro Social Security Maximizer takes only 5 to 10 minutes for financial advisors to compare different strategies and recommend an optimum Social Security plan for their clients. It is also available free of charge to all financial advisors.
Exercised options
Does anyone know if exercised options information automatically goes to the cash flow module?
Social Security Strategies
I wonder when GoWealthPro will have file & suspend strategy built into the Social Security Analysis?
Can someone please recap some best Wealth Planner practices for a client in accumulation
It’s been a while since I attended the demo. Can someone please recap some Wealth Planner best practices for a client in accumulation in accumulation phase?
American Banker writes about GoWealthPro’s Enterprise Retirement Planner
The Enterprise Retirement Planner, announced last week, lets retirement-plan advisors automate the creation of personalized retirement plans by accessing information directly from the plan recordkeeper. The software permits advisors to upload information on a client’s salary, contribution level and other personal data into the system to produce reports that display a plan participant’s risk profile and project retirement income based on different allocation strategies…
By Chris Cumming
Click here to read the entire article at American Banker website.
Plan Adviser magazine writes about Enterprise Retirement Planner
The financial software developer launched The Enterprise Retirement Planner, which allows advisers to generate and distribute personalized retirement plans and produce plan sponsor scorecards. — GoWealthPro Corporation developed the program to help advisers meet growing margin pressures brought on by fee disclosure requirements from the Department of Labor (DOL). Developers hope the software will help advisers maintain efficiency and decrease fact-to-face time with clients during the creation of retirement plans…
By Plan Adviser Staff
Click here to read the entire article at Plan Adviser magazine website.
GoWealthPro Announces The Enterprise Retirement Planner
Retirement plan advisors are increasingly experiencing margin pressures due to fee disclosure requirements from the Department of Labor and from the time-intensive exercise of face to face creation of retirement plans. At the same time, more and more retirement plan sponsors are demanding to…Read more at http://www.prnewswire.com/news-releases/omyen-corp-announces-the-enterprise-retirement-planner-232816631.html