News

EISI’s financial planning software may be the key to the long-term success of your practice

Due to the uncertainty created by the current financial crisis and the new regulatory and tax code changes proposed by the Obama administration, “Financial planning software may be the most important piece of technology an advisor has in his arsenal to ensure an existing client has the right roadmap going forward.” says Marc Butler in his article "Enhanced software tackles the crisis" (Boomer Market Advisor Magazine, March 2009).

Butler describes two of America’s leading financial planning tools designed for today’s market, including EISI’s NaviPlan Standard. Butler states, “NaviPlan Standard was the first software program to integrate retirement distribution planning with financial planning. According to Cindy Bennett, NaviPlan’s director of marketing, they’ve recently added account transfer and redemption strategies that enable advisors to give clients more options and flexibility in achieving their retirement goals. The addition of an at-a-glance ‘traffic light’ cash flow deficit and surplus tool also helps advisors to quickly determine whether a plan is running a cash flow deficit during the pre-retirement or retirement period. This new feature is particularly timely given current market conditions.”

Read the article at BoomerMarketAdvisor.com.