Tell us how we are doing
We want to know how you think we are doing. Please take this short survey so that we can improve our support and product. We will be using the survey to assess how we can better serve you and improve our product offerings. We are listening!
Finally, a Referral Program
We hear over and over how much our users like TRAK for its quick, effective education. For increased sales. For happier clients. Now start telling your colleagues, and when they purchase TRAK, we will send you a $100 Amazon.com® Gift Card. The details are available here.
Trust Builders is a NRP "Preferred Supplier"
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Trust Builders, Inc. is now a Preferred Supplier for National Retirement Partners. This is an exciting development as we continue to grow in the 401(k) market place. This will provide all NRP advisors a discount when ordering TRAK. Contact NRP for more information. |
Tax Wise Distribution Strategy
Trust Builders, Inc. is excited to announce their revolutionary patent pending Tax Wise Distribution Strategy. This method maximizes the advantages of the tax basis of a client's accounts in regard to their progressive income tax-brackets. Clients can extend the length of their income simply by using Tax Wise Retirement Distributions. For more information, click here. To read our press release, click here. Or click here to see a short video on the strategy.
TBInc.com is our new domain
Trust Builders, Inc. excited to announce our new web location: www.TBInc.com—better identifying us with our company, and a little easier for our users to remember. (Note that the old domain name (www.TRAKCentral.com) will remain functional for some time).
TRAK's 401(k) Features
Click here to watch a 15 minute video showing how TRAK can be used in the 401(k) world, including both the Batch Gap and Batch Paycheck reports. The short video highlights TRAK's batch processing reports, how easily data can be imported and how the same data can be used in one-on-one meetings.
TRAK's Batch Gap in the Press
TRAK's Batch Gap feature got a little press coverage in the Advisor Emporium section of the September issue of Financial Advisor magazine. Click here to see the short item on TRAK's Batch Paycheck calculator. (More information below in the New Batch Gap Illustration Tool section).
The Learning TRAK (Easier than Ever!)
At Trust Builders, it has been a key goal of ours to help our users learn TRAK. This year we have introduced the tutorial CD, have had more training sessions than before, and have been working feverishly on new help systems. The help systems (including the much improved help file, an overview guide and a brand new online support system) are now available. The first two can be downloaded in the latest build of TRAK, and also at our brand new online help system is available here.
We hope you enjoy our efforts in helping you be successful using TRAK.
Success TRAK Story
Brian Heckert shares how by using TRAK he has been able to illustrate for participants how to find additional retirement plan contributions in the federal refund. To read his story, click here. For other Success TRAK stories, click here.
New Batch Gap illustration Tool
July 2007: The new Batch Gap illustration tool (found in both TRAK-401(k) and TRAK-Deluxe) allows for vivid retirement income-gap illustrations for retirement plan participants. A two page information sheet is available by clicking here. And the press release is available here.
The Retirement Analysis Kit: July 2007 Update
With the July 2007 update of The Retirement Analysis Kit, Trust Builders, Inc. continues to press forward in our venture to distinguish TRAK as the premier retirement illustration software tool for working with participants, both for groups and in one-on-one settings. Two new retirement illustration tools have been added: Batch Gap Analysis and Rate of Return calculator. Click here for more information about this update.
TRAK Success Story
Rick McCallister of Torrance, California uses TRAK to help educate his client's in the 403(b) market. To read his story, click here. For other Success TRAK stories, click here.
TRAK is now Available in Four Different Versions
May 2007: TRAK is now available in four versions:
- TRAK-Gap Analysis
- TRAK-401(k)
- TRAK-403(b)
- TRAK-Deluxe
Current TRAK users (using TRAK-Standard) may move to either TRAK-401(k) or TRAK-403(b) when they renew. Optionally, they may move to TRAK-Deluxe for $200 (a $95 dollar savings), which includes the Gap Analysis calculator, ability to brand reports, and other features. Click here for a more complete comparison between the various TRAK versions.
New TRAK Release
May 10th 2007: A new release of TRAK (street version) is available. New features include: Improved design and features to the Batch Paycheck report, new Savings Solutions report in Quick Gap and Gap Analysis calculators which compares all options, ability to water mark reports (TRAK-Deluxe version only), and many more. For more details, click here.
New Training Class
May, 2007: By request we have developed a new TRAK training class: TRAK in Sales. This class will focus on how various calculators can be used when meeting with clients. For more information, see the information in our sales training schedule here.
New TRAK Training CD
Getting TRAK users proficient in using TRAK is a high priority for us.
The new TRAK Tutorial CD will help you get there. Its 2½ hours of video covers the following modules: Paycheck (including 1040 and Projections), Batch Paycheck (including importing data), Quick Gap, Interest Calculator and Stretch IRA calculator. Most segments are about 10 to 15 minutes long. The TRAK Tutorial CD will normally retail for $79–but we are offering it now for $49, a 35% savings, or free with all new orders.
PlanMember Securities Teams Up with Trust Builders, Inc.
PlanMember Securities has teamed with Trust Builders to create the Personal Retirement Calculator–a vivid retirement illustration tool with PlanMember’s proprietary investment recommendations and risk questionnaire, bundled with the TRAK features top advisers have become accustomed to. ... View full press release here.
Success with TRAK
We hear a lot of great stories about how TRAK is helping advisors be successful. We are planning on sharing these stories with our users. Our first story comes from Sherilyn Schwartz, an advisor in Eugene, Oregon, who saw a dramatic increase in deferrals when using TRAK. Click here to read her story. (If you have your own story, please email it to us at TRAKStories@TBInc.com).
TRAK-Gap Analysis Press Release
January 16th, 2007: With the new TRAK-Gap Analysis calculator from Trust Builders, Inc. advisers in the federal retirement marketplace will finally be able to instantly illustrate retirement shortfalls to their federal employee prospects with vivid clarity.... Read full press release here.
Edward Dressel becomes New President of Trust Builders, Inc.
Effective January 1, 2007, Edward Dressel became president and owner of Trust Builders, Inc. Dressel, with the company since 1990 as senior software developer and most recently as vice-president, takes the reins from company founder Mike Forrer....
View the full press release here.
TRAK-Gap Analysis
January 2007--Trust Builders Inc. is excited to announce its brand new product "TRAK-Gap Analysis". The brand new calculator extends the functionality of the Quick Gap calculator, adding numerous features and incorporating the FERS and CSRS retirement plans (including TSP, FEGLI, Catch-62... and more). Additional features include:
- Lump-sum/cash infusion accounts (such as life-insurance, sale of property);
- DB Buy-back YOS calculator;
- Long Term Care/Catastrophic care illustrations;
- Tiered levels of needs during retirement;
and many more. For more information click here.
TRAK in the Press
An InvestmentNews article (link to article here, registration is required) shows how 401(k) advisors are using The Retirement Analysis Kit. Read more about how TRAK is used by 401(k) advisors here.
TRAK 2007 is here.
TRAK-2007 is here and we are excited about it! Take a look at what's new here--or download your copy here.
"The Annuity People, Inc." is now "Trust Builders, Inc."
The Annuity People, Inc. has changed its name to Trust Builders, Inc. "We feel that the name 'Trust Builders, Inc.' reflects the reality of what using our software is all about since our software helps advisers build trust with their clients" said Mike Forrer. View the full press release here.
Over 2,000 financial advisors and individuals use TRAK to guide their clients to successful retirement solutions.
We help financial advisors and individual investors create retirement solutions. These solutions include comprehensive paycheck and 1040 tax analysis, asset accumulation and asset allocation modeling, retirement needs analysis modeling, and making the most of available employee benefit programs such as 403(b), 401(k), or 457 deferred compensation programs. |
