Fit-To-Retire Basic helps you start the retirement conversation with the Retirement Assessment.
- Retirement Assessment
- Branded advisor landing page
- FTR Blog
FREE
Fit-To-Retire Premium helps you prepare your clients for retirement with the help of 3 key deliverables.
- Retirement Assessment
- Pre-Retirement Checklist
- 100-Day Playbook
- Branded advisor landing page
- FTR Blog
- Branded videos
$400 / year
+ $200 setup fee
+ $200 setup fee
Engage & Review gives you a comprehensive custom list of services for new and existing clients.
- Generate custom services PDFs
- Save service lists to reuse
$300 / year
Your best deal!
Get access to both Fit-To-Retire Premium and Engage & Review… together for one low price.
- Retirement Assessment
- Branded advisor landing page
- FTR Blog
$500 / year
+ $200 setup fee
+ $200 setup fee
What’s included in the Setup Fee?
There is a one-time setup fee of $200 upon newly subscribing to the Fit-To-Retire program. This fee covers the cost of creating and branding each advisor’s Fit-To-Retire webpage, training on how to use the system, and includes the branding of two (2) videos from our Fit-To-Retire library.