Guest mmc Posted March 21, 2005 Posted March 21, 2005 Our enrollers are looking for software for one-on-one enrollment meetings where the participant's age, NRA, salary and deferrals are entered and the software projects account balance at NRA based on rates of return. Does anyone currently use anything like that?
Guest MikeForrer Posted March 21, 2005 Posted March 21, 2005 Download TRAK at http://www.annuitypeople.com. This program is designed for on site enrolements. Does Paycheck analysis, Future Values, Retirement GAP anaysis. Ia all there are 16 different tools that an enroller needs to have to be effective. Please contact me if you have any questions. Mike Forrer - 503-620-3496
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