Sales Tools


Nest Egg Retirement

Do you know how much it takes to create a secure retirement? Use this calculator to help determine the amount your client’s retirement nest egg should be.


RMD & Stretch IRA

This calculator will help determine how your client can stretch out their retirement plan.


Retirement Shortfall

Running out of retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your client’s current retirement plan.


Life Insurance Needs

How much Life Insurance does your client need? This comprehensive calculator includes detailed net worth analysis, budgeting and college savings.


Fixed annuities

A fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your client’s retirement plan.