The Best Holistic Retirement Income Planning Software

PERIOD!

Build Retirement Income Plans with more certainty and predictability in minutes and in real time with your client beside you.
Start your Free Trial today!  No obligation to do Life, LTC or Annuity business through Westland, but you would be glad you did and be able to get this important tool for free.

Note: We have this approved for use at several Broker/Dealers and RIA’s and can help you get this approved through advertising compliance at your firm if needed.

We’ll show you 5 key functions that create value for your clients:

1. High quality prospecting tool included.
   • Personalized custom branded video as part of our package. This program helps market and promote your retirement planning services to clients and prospects.
     • Sample video link: Sample Prospecting Video
2. Simple process to show clients how much annual income they are currently on track to generate in retirement compared to where could be.
3. 5,000 Monte Carlo simulations for added confidence in results.  We believe that this process and easy to see reports will allow you to help more clients over products like eMoney® or MoneyGuidePro®. You can easily forecast where your clients’ investable assets will grow to be worth at retirement.
4. How optimizing social security benefits will enhance their retirement income outcome. We’ll show how the optimized benefits will close the gap between where they are today and where they could be and want to be.
5. How an annuity with guaranteed income may optimize the retirement income plan even further to show how to increase the predictability and allow them to receive a higher income throughout retirement with less risk.  Protecting their nest egg from market downturns.

Sample Plan (will be customized with your logo)

Includes: Advisor Dashboard. Once your book of clients is digitized, all your data will make its way into your Advisor Dashboard to expose and track many opportunities available to you.

We are confident that this program will create many happy clients, help you turn prospects into clients, make your practice more valuable and help to generate much more revenue.

We are excited to introduce this to you. If interested, please send an email to Tim Morton, CEO timm@westlandinc.com.  We’ll schedule a quick 15 min one-on-one demonstration or we can send you the link to watch a demonstration recording:  Westland JourneyGuide Demo