Intuitive Client Plans,
Realistic Cost.
Easy-to-use, intuitive interface
Comprehensive retirement and income planning summaries
Dynamic reports and interactive graphs
Detailed tax calculations
Additional value-added calculators
Long-term care illustrations and presentations
Perfect for engaging and effective client planning
The Long-Term Care module in our software was built to help financial professionals guide clients through one of retirement’s most overlooked risks—extended care costs. Whether clients are insurable or not, our asset-based strategies provide real, flexible solutions that work. This powerful tool delivers everything the advisor needs to educate and act:
A presentation roadmap and script
Simple and client-ready visuals that address affordability
Illustrations that show how the client wins—whether they ever need care or not.
Our support includes case design and hands-on sales assistance to help you turn conversations into confident decisions.
Annual
Monthly
$1,490
For advisors focused on providing their clients with a sound and detailed retirement and income plan at a favorable price point.
No contracts - cancel anytime
(Includes LTC module)
$1,990
For Advisors who understand the value of asset-based long-term care to their clients and want to present its critical value in an easy 3-step process.
No contracts - cancel anytime
$149 for Three Months
A great opportunity to experience
the benefits of TruPLAN ®
at a low introductory cost!
No contracts - cancel anytime
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