trak   The Retirement
Analysis Kit

With 17 calculators and growing, TRAK is an illustration tool for educating clients about what participation means in various financial products and how to reach their goals for retirement. TRAK is available in four different versions:

  1. TRAK-Gap Analysis
  2. TRAK-403(b)
  3. TRAK-401(k)
  4. TRAK-Deluxe

Click here for more information about The Retirement Analysis Kit. Click here to view a comparison between the various versions of TRAK.


  TSA/401k Slide Show

TSA Show is a convenient presentation screen show that can help you sell! Two separate main shows tell your customers WHY and HOW to use TSAs. Another three shows demonstrate the effects a TSA can have at 6%, 8%, and 10% returns!

Questions...

If you are not familiar with whom we are or our history and have a few questions, check out our FAQs page here.

 

tagline
What TRAK users are saying

I've been in financial services over 20 years and never used a better program.
S. Brannon
Hartford Equity Sales Company

I trust your software more than the school districts payroll systems. When there has been a discrepancy between a paycheck and the analysis from TRAK, the TRAK analysis has always been correct. I have found cases where districts are over withholding state teachers' retirement or have been incorrectly calculating Medicare and or Social Security.
I appreciate the work you put in the system; it is a tremendous tool for agents.

C. Newbern, Marketing Sales Consultant
Life of the Southwest

TRAK is a key factor that turns group cases our direction.
H. Harrison
Security Benefit Group

sb_dk_l1
sb_dk_l1
sb_dk_l2