PlanScout Essentials
Solve your clients’ retirement income needs with a PlanScout Essentials subscription.
The Essentials ✓
With PlanScout Essentials, give your clients peace of mind with a plan that forecasts their assets, incomes, and cashflow needs for each year of their retirement.
Our plans optimize income for longevity, are stress tested to ensure resilience, and align assets with the time horizons when they will be required for income.
What's Included:
A professional, client-ready financial plan presentation.
Advisor talking points to help you deliver the plan to your clients.
Detailed income plan snapshots showing exactly what is happening in each year of the plan.
✅ The PlanScout Guarantee
With every PlanScout plan comes a 100% Satisfaction Guarantee. If you're not happy with our product, get your money back. No questions asked.