RetirementView Software from Torrid Technologies

DHK

RFC®, ChFC®, CLU®
5000 Post Club
Okay, I'm a convert! I finally bit the bullet and signed up.

This is not my company, but it is my 'affiliate link' here: http://tinyurl.com/DHKRetirementViewPro

And this was the testimonial I sent to Tim Turner regarding the software:
"Every financial advisor who works directly with clients in a planning context should be using Torrid Technologies RetirementView software. It should be the standard in retirement planning tools, just as the HP 12c financial calculator is for investment professionals.

It is the only tool that I’ve found that you can use when you first approach a potential prospect to provide real value up front, prequalify your prospect, and create an engaging advisor relationship – all in a short period of time. The more you use it, the more you can reduce your case preparation time because you’re doing the planning right in front of the client. The times you choose to do more detailed case preparation, you know you’re doing it on cases that will be profitable for your time.

RetirementView allows me the freedom to be an advisor to my clients, to help diagnose and treat the financial problems they are facing, instead of a pre-scripted financial salesperson that used to try to ‘fit a square peg in a round hole’. RetirementView is a true ‘game changer’ that is well worth the annual investment. I’m looking forward to a long-term relationship with Torrid Technologies!"


So, what do I get out of this? I get a small commission for those who sign up for a free demo using my affiliate link, and eventually purchase the software.

Sign up for a free demo, check it out, and just see if it might be helpful for you in serving your client's retirement planning needs.
http://tinyurl.com/DHKRetirementViewPro
 
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