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About the application:

The Savings Estimator is designed to assist financial services specialists to help their clients in forecasting and evaluating their retirement needs - before it's too late. The apk consists of three major sections: 1) Surrender Charge Calculator Use this easy screen to quickly figure out the financial impact of surrendering one insurance policy or annuity for other - what is it going to cost the client, and how much will it take to create them whole again. 2) Calculation Modeler The Savings Estimator's main purpose is to assist you to simply and clearly explain your clients' financial situation, and lay out for them what steps they'll need to take to attain their goals. To that end, the apk supports a lot of various Calculation types; select the right one for each of your clients. The Calculation types are as follows: • Starting Value (how much need to have right now) • Annual Contribution (how much do they need to add to their acc each year) • Retirement Acc Value (how much they're on track to have in their acc by retirement) • Retirement Age (at what age will they have enough to retire) • Ending Acc Value (how much will they have in their acc at a given point after they retire) • Ending Age (how long after they retire will it take for their acc to draw down to a target level) • Retirement Income (how much cash will they be able to take from their acc after they retire) The latest three Calculation types can be modeled either starting from retirement, or beforehand. Calculations can be modeled with a dozens of various options, including: • Specifying various acc yield levels before and after retirement • Specifying whether or not Requirement Minimum Withdrawals (RMD) are in result • Whether withdrawals are in dollars or percentage of remaining balance • A customized Calculation name, to assist you identify it in the list Additionally, once you've made a Calculation, you can save it so you can refer to it once more in the future, and with the tap of a button you can produce a professional-looking PDF containing everything about the Calculation, which you can share with your client. You can add your company and/or private branding to the PDF* so that every Calculation you run will have the crisp, professional look you desire. Additionally, industry-standard privacy policy language is included by default, and you can add your own addenda, as needed by your company. 3) Client Tracker* Keep all the info about your clients in the apk, and quickly pull up Calculations that you've run for them. Enter them manually, or import them from your Contacts list, either method it's simple to set up and organize your info. * Feature requires a paid subscription Special thanks to Alex Elrod for her Graphic Design expertise, Greg Rucker for Programming, and Tyler Thome for Programming. This apk wouldn't be where it is today without you!