Retirement Analyzer

Retirement Analyzer software can help you build your business and develop long term client relationships. RA simplifies the process of data collection, analysis and client/prospect communication while helping you to answer your clients most pressing questions with regard to their planned retirement and a host of financial and risk issues.

 

Provided by Thomas Gold Solutions Inc. Retirement Analyzer is being used across the nation by some of the most respected financial marketing organizations and individual advisors in the independent distribution channel. To learn more about Retirement Analyzer please visit their home page by clicking below:

Click Here

Through BIMS’s exclusive relationship with Brokers International LTD. Retirement Analyzer software is available to qualifying advisors without cost – an $840 annual value.

Program Requirements:

  •  $1mm annual qualifying production as determined by Brokers International Mountain States – ongoing qualification evaluated quarterly.
  • Contracting with “core” carriers as determined by Brokers International Mountain States LLC.

If you have questions, please call.

Click here to complete the prequalification form.