Retirement Planning

REIMAGINED

Intuitive Client Plans,
Realistic Cost.

Imagine a Comprehensive Retirement & Detailed Income Planning Tool
Built to Optimize the Value You Offer to Your Clients

AND the Cost to You

Welcome to TruPLAN®

TruPLAN® is truly unique.

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

Long-Term Care Services and Benefits

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.

Pricing Plans

Annual

Monthly

Retirement Module

$1,490

For advisors focused on providing their clients with a sound and detailed retirement and income plan at a favorable price point.

Choose Retirement

No contracts - cancel anytime

Retirement Plus

(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.