The backbone of WealthPRIME is its calculator.
Your ELITE-level membership gives you exclusive access to two additional questions that allow you to create more advanced retirement plan designs.
These two questions help you tailor the contributions and rates of return for your more sophisticated clients and can give them a comparison of what their wealth will look like at varying contribution levels.
In addition, the WEALTH REPORT displays a “desired” and “maximum” range on the Retirement planner and Wealth Builder page that reflects the scaling effect.
This feature is reserved for seasoned financial professionals like you.