Simplicity Marketing SG

SIMPLICITY

FINANCIAL MARKETING

Retirement Analyzer Software

Refreshingly Simple Software ● Excep onally Good Support

Why Retirement Analyzer…

 Because you work hard and want to give yourself the best chance at success.
 Because the competition is immense in today’s environment and you want to stand out.
 Because simplification is key today, in a business world changing at the speed of light.
 Because you can generate client understanding and help people help themselves.
 Because an advisor should be able to provide answers to client questions in real time.
 Because organization of client data and information is absolutely necessary.
 Because you need cutting edge training to keep your approach fresh.
 Because you need exceptionally good support when questions arise.
 Because it’s the right thing to do.

800-854-6621For More Information Call
www.thomasgold.com

For financial professional use only/Not for use with the general public.

Retirement Analyzer Software

The Support You Need to Succeed

Our training and support platforms are designed to help you get acclimated quickly and become effective using
the software. Best results are obtained if you combine all of our support and training platforms that are pictured
above. We highly recommend taking advantage of all we have to offer here at Thomas Gold Solutions.

More on Retirement Analyzer

Appointment Calendar – Why spend time changing apps to check the day’s agenda? Keep track of your
appointments right in your RA software using the New Appointment Calendar. Schedule meetings, invite
colleagues and set alerts with ease.
Documentation – We highly encourage you to document client financial goals and note all client
interactions. It couldn’t be easier using RA, where you can gather, list, note, summarize and refer to this
information whenever necessary.
Information Archive – Looking for a long-term information storage solution? The New RA Archive may be
right for you. Store all client correspondence including goals, notes, documents, statements, scenarios,
and report printouts in an easy to access location.

STILL USING ABC SNAPSHOTS? WE WILL HELP YOU TRANSFER DATA TO RA!

Retirement Analyzer Community ● Proven Finishing Tool ● VT Membership

Thomas Gold Solutions, LLC ● www.re rementanalyzer.com ● 800.854.6621