Income SolverTM Single Practitioner Pricing
Top-Ranked by Michael Kitces & T3 Technology Survey’s by Independent Advisors
Level 1:
Strategies &
Social Security Analyzer
$1,900
(Annual Single User License)
Revolutionary retirement withdrawal strategy software and our powerful SSanalyzer Social Security claiming analysis and diagnostics.
Level 2:
Includes Solutions & Streams Modules
$2,800
(Annual Single User License)
Investment management modules with model marketplace, annuities, and generating cash streams. Decumulation TAMP & IPS report.
Level 3:
Marketing Collateral &
Quickstart Tool
$3,700
(Annual Single User License)
Utilize our marketing collateral to advertise your retirement income planning and our Quickstart tool for a “lite” plan and custom report.
Level 4:
Automated Marketing Program & Online Quickstart Tool
$5,000
(Annual Single User License)
Custom landing page, automatic personalized report & online interaction, leads dashboard.
