Fit to retire
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
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
Engage and review reversed
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!
Ftr and engage
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

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.