Retire-SURE (pro)

The Retire-SURE gives your client a realistic overview of their retirement plan. Your clients fix their retirement plans by changing their saving/withdrawal patterns.

Being an investment professional, you can do a bit more than average retirement advisors with Retire-SURE(pro).

Recent researches indicate that a lot portfolios' shortfall are due to risk management, or lacking of it. Simply put, if you can control portfolio's risk level, you have a much better chance to reduce retirement portfolios’ depletion rate.

How can I lower the portfolio's risk level?
You can lower the portfolio risk level by adding risk free fixed income instruments, such as US Treasury bond, to the portfolio.

If money is allocated to bond, the expected return of the portfolio will be lower, right?
Technically, this is a classic Asset/Liability management. In other words, the objective is to meet the cash flow, rather than to maximize the average portfolio value.

How much should be invested to bond get the desired result?
That is exactly what you need to find out with Retire-SURE(pro).

What is the difference between standard version and professional version?
Professional version gives you more
1.Fund information, includes 5-yr and 10-yr for both ETFs and Funds.
2.Ability to optimize portfolio by adding fixed-income instruments.
3.Choices of Monte Carlo mode(Fast, Normal, Precise).

To get control of the retirement portfolio, start by controlling its risk exposure with Retire-SURE now!

Warning:
Retire-SURE (pro) is designed solely for portfolio professionals.