News
NaviPlan ready for the rise of distribution planning
With the first of the Baby Boomers reaching
retirement age in 2006, advisors are anticipating
the transfer of an estimated $20 trillion in retirement
assets held by retiring Baby Boomers within a decade
or so.
Comments Joel P. Bruckenstein in his review of the trends sweeping the financial planning industry: “The baby boomer business is where the money is… So it's no surprise that developers of financial planning software are rushing to supply new tools to help advisers serve these clients.”
Bruckenstein’s article, The Software You Need Now published in Financial Planning magazine, reviews the latest and greatest software packages that are helping advisors plan for the retirement boom.
NaviPlan is at the top of the list.
“NaviPlan, the leading distributor of financial planning software in North America with more than 70,000 licensees, recently released Version 10.0 of the NaviPlan Suite of products,” Bruckenstein says.
Containing a number of exciting new retirement income-related enhancements, NaviPlan version 10.0 enables advisors to designate expenses as fixed or discretionary, features a new scenario planner with predefined retire-early and retire-late scenarios, and includes Social Security planning enhancements for retired clients and support for immediate annuities.
View the full Financial Planning article at: The Software You Need Now
