Developing Successful Retirement Solutions

Over 2,000 financial advisors and individuals use TRAK to guide their clients to successful retirement solutions. Join us on March 31 to learn how to use this incredible tool to help build your business! Click here to view the agenda.

Date: March 31, 2010
Time: 9:00 a.m. - 3:00 p.m.
Location: Doubletree Hotel Torrance, 21333 Hawthorne Blvd, Torrance, CA 90503
Phone: 310-540-0500
Cost: $50.00* (You may pay by having $50 deducted from your next commission check. Simply sign and return this authorization form)

You’ll hear from four guest speakers about some terrific tools that leverage information available to you now! Learn how to bring the best possible solutions to your clients. For more information about the guest speakers and the topics we’ll cover, please see the information below.

Bring your laptop!

Seats will go fast! To reserve your seat, contact Amber Byrd at 800-906-3310 or Meredith Mayo at 214-638-9378. You may also email abyrd@nationallife.com or mmayo@nationallife.com

* The $50.00 cost is for the seminar only. If you plan to stay overnight, accommodations are at your own expense. Please contact the Doubletree directly.

TRAK helps financial advisors and individual investors create retirement solutions. These solutions include comprehensive paycheck and 1040 tax analysis, asset accumulation and asset allocation modeling, retirement needs analysis modeling, and making the most of available employee benefit programs such as 403(b), 401(k), or 457 deferred compensation programs. Ed will present TRAK software training that would normally cost $395! Training will include:

The Paycheck Calculator quickly and easily illustrates the effects of various qualified plan contributions on take-home pay. It allows for quick analysis of hypothetical growth projections into retirement and payout values during retirement. It also allows for automatically moving a Federal 1040 return into a qualified plan with no change in take-home pay.

The Quick Gap Analysis Calculator gives a rapid visual presentation of retirement income sources, needs analysis, and shortfall analysis. A comparison between projected income sources and income necessity is easily demonstrated, including projected insufficiencies and savings requirements to fill any gaps.

Income sources can include:

1. The client's and spouse's (optional) retirement plan(s), including defined benefit plans
2. Social Security
   
3. Savings accounts (such as IRAs or retirement plans from previous employers)
   
4. Known cash flows (such as rental income or part time work)

After the data entry, the projected retirement income is compared to the client's retirement income need; thus, determining additional savings requirements. If necessary, various scenarios are then calculated and displayed as solutions for reaching the desired financial goals for the client's retirement.

Wade N. Murphy, CFS
President of Envision Financial Group, Inc.
Registered Principal & Investment Advisor Representative

Leveraging Technology to Increase Client Communication
With so much technology available to us today it's easy to get overwhelmed with just exactly how to use it to make our businesses run more smoothly. Many of us think of using technology as a way to gain more clients. In his presentation, Leveraging Technology to Increase Customer Communication, Wade Murphy shows us a few examples of how we can use the technology available to us today to help "fill the gaps" in our communication with our clients.

LSW Website Navigation Training
Learn how to find the information you need to drive new business, right at your fingertips on the LSW web site. Amber will show you how to quickly and easily navigate to the areas that interest you most.

LSW Life Software and InsMark Training
Learn tips and tricks to navigating the LSW life software including case design with IC Solutions and analysis with InsMark.

For Agent Use Only - Not For Use With The Public