THE FIA ADVISOR PLATFORM
Now With AI

Stop Leaving
Money
On the Table.

The platform top producers use to close bigger cases, faster - with outputs so clean, clients never forget who showed them the way.

Designed by a former FMO executive with a complete turnkey system: software, scripts, and seminar materials - everything you need to run the process from first appointment to signed application.

Stop losing cases to confusion. Start closing with clarity.

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RetireWise Pro - Client Dashboard
RISK SCORE
34
With PGA Strategy
WITHOUT PGA
87
Current Exposure
MONTE CARLO SUCCESS RATE
Annual Income Protected$84,000/yr
A-Z
Turnkey System
10
Client Reports
500
Monte Carlo Scenarios
1-Click
PDF Export
FMO
Executive Designed
AI
Augmented
PLATFORM FEATURES

Everything in the Process. Nothing Extra.

Every tool in RetireWise Pro was built because a top-producing advisor needed it in a real client meeting.

[MC]
Monte Carlo Analysis
See 500 historical market scenarios side by side - with PGA and without. Clients understand the risk picture immediately, no finance degree required.
[RS]
Risk Score
A simple 0-100 score that shows exactly how much risk your client is carrying today - and how the PGA changes that number. Easy for any client to grasp.
[$]
Income Projection
Year-by-year breakdown of every income source - Social Security, PGA income, and portfolio withdrawals - mapped against what your client actually needs to live.
[RC]
Roth Conversion Analysis
Show clients the long-term tax savings from a conversion strategy, built right into the proposal flow so the conversation happens naturally.
[PDF]
One-Click PDF Report
Export a polished, advisor-branded client report from any view - every chart, every number - ready to leave behind or email on the spot.
[PGA]
PGA Strategy Builder
Configure the Protected Growth Account - crediting method, rates, income age - and set the asset allocation strategy that powers every report.
[AI]
AI Narrative Engine
One click generates a professional plain-English client summary from the full analysis - Monte Carlo results, income gap, and risk score woven into a print-ready narrative. No annuity language. Ever.
[AI]
Pre-Meeting Coaching Brief
Before every appointment, get an AI-generated advisor prep brief: situation summary, key talking points, and likely client objections - written specifically for the FIA conversation.
[AI]
Smart Input Advisor
As you build the scenario, the platform flags planning anomalies in real time - high withdrawal rates, income gaps, missing SS data - before you ever walk into the room.
Industry First

The Only FIA Platform
Built With AI.

Every other FIA illustration tool gives you charts and spreadsheets. RetireWise Pro gives you AI that reads those numbers and tells the story - in language your client understands, in a format that closes.

AI Narrative Engine
Client Summaries That Write Themselves.
After you run the numbers, one click generates a professional plain-English summary of the entire retirement picture. Prints with the report. The client takes it home. They remember who showed it to them.
Coaching Brief
Walk In Prepared. Every Time.
Before every appointment, pull up the client file and hit one button. You get a situation summary, the three talking points that matter for this client, and the objections they are likely to raise - before you walk in the door.
Smart Anomaly Detection
Catch Problems Before the Client Does.
As you build the scenario, the platform watches the numbers and flags planning gaps - withdrawal rate too aggressive, no emergency reserves, Social Security left on the table. You fix it before it becomes an objection.
AI features are included in every RetireWise Pro subscription. No add-ons. No extra cost.
CLIENT-READY REPORTS

Reports That Close Cases.

Every report is designed for the client meeting - visual, clear, and built to turn confusion into confidence. These are the outputs advisors hand to clients at the table.

RETIREWISE PRO
INCOME PROJECTION
100%
INCOME SECURED
30
YEARS MODELED
**.**
CLIENT DATA
Protected Income
Withdrawals
Advisor Use Only - Illustrative
RETIREWISE PRO
MONTE CARLO
94%
SUCCESS RATE
500
SCENARIOS
**.**
CLIENT DATA
With PGA
Without PGA
Advisor Use Only - Illustrative
RETIREWISE PRO
RISK SCORE
78%
RISK REDUCED
19
FINAL SCORE
**.**
CLIENT DATA
Current Risk
With PGA
Advisor Use Only - Illustrative
RETIREWISE PRO
YEAR-BY-YEAR
Yes
NEVER RUNS OUT
95
AGE AT END
**.**
CLIENT DATA
Portfolio Balance
Income Floor
Advisor Use Only - Illustrative

Illustrative report previews only. Actual client reports are generated from real data entered by the advisor.

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WHY IT WORKS

The Platform Behind the Process.

C
Clients Understand
When clients see their full income picture - Social Security, protected income, and portfolio withdrawals - they stop anchoring to small fees and start focusing on guaranteed outcomes.
A
Advisors Close More
The reports are designed around the objections clients raise. Every chart answers a question before the client asks it. Cases that used to take three meetings close in one.
R
Referrals Follow
Clients who understand their plan talk about it. When the PDF goes home, the advisor's name stays top of mind. Business opens up and referrals follow.
HOW IT WORKS

The Full Process. Start to Close.

1
Enter Client Info
Input retirement age, income needs, Social Security benefit, and existing assets. Takes under 3 minutes.
2
Build the PGA Strategy
Configure the Protected Growth Account parameters and set the asset allocation that powers every report in the platform.
3
Present the Reports
Walk through 7 client-facing reports - each one designed to address a specific objection or open a specific conversation.
4
Export and Close
Generate a branded PDF in one click. Leave it behind. Follow up with a complete visual proposal in hand.
PRICING

One System. Your Entire Practice.

Software, scripts, and seminar materials - everything the top producers use, ready to go on day one.

Advisor License
$99/mo
or $990/yr (save $198)
Full access to all 7 client-facing reports
Monte Carlo + Risk Score + Income Projection
Roth Conversion Analysis built in
PGA Strategy Builder
One-click branded PDF export
Branded fact finder included
First and second appointment sales scripts
Client-facing seminar presentation included
Built by a former FMO executive - for producers who close
AI-generated client narrative summaries included
AI pre-meeting advisor coaching brief included
Smart scenario anomaly detection included
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