The Spending Game is the heart of the Circle of Wealth® system and a must have resource when counseling clients who need to know how to best spend accumulated assets. Baby boomers are retiring in increasing numbers with large resources and little understanding of how to spend this money efficiently. As we shift from accumulation to distribution, these prospects want to know how much can I spend, and how long will my money last?
To remain competitive in this changing environment, you need to be ready to help those nearing retirement understand where to find the money that will accomplish their retirement goals. With the “Find-It feature” in Spending Game you will be amazed at how easy it is for you to determine the necessary withdrawals from the assets available and illustrate the strategies that will allow for the most efficient distribution.
Spending Game however is not only limited to distribution as the intuitive “Spread Sheet” type interface will allow you to quickly add all of your client’s assets and test multiple strategies for accumulation as well. Quickly show the best ways to accumulate money for future retirement goals, college funding, business capital, or any future financial goal. Spending Game allows you to quickly model your clients present position, find the money, and instantly test alternate strategies that will expose the most efficient solution.
Key Features:
Simple Intuitive “Spread Sheet” type Interface Takes Just Minutes To Set Up a Case
Shows the Effects of Taxes, Inflation, and other Factors on Multiple Asset Types Including Time Value of Money (Future Spendable Income in Today’s Dollars)
Immediately See the Impact of Asset Changes (What If?) and How they May Affect the Overall Wealth Potential of Your Clients
Complete Illustrations for All Asset Types Including Real Estate (including the effects of a mortgage), Defined Benefit Plans, Permanent Life Insurance , and much more
Shows Funding of Expenses Such as College Funding, Term Insurance, Assisted Living, and more While Also Highlighting the Lost Oppurtunity Costs of Those Expenses.
