Journeyguide Sales Representative
CurrentJourneyGuide has been recognized as the most comprehensive retirement planning software in the industry. We did not create another wealth management tool that an advisor will already have in place. While wealth management planning tools will compliment the high net worth client, the mass affluent clients are industry wide being ignored.In efforts to combat this issue, JourneyGuide provides a simplified 15 minute co-planning approach that empowers the advisor to utilize their entire book. In return, our users are consistently seeing 100% AUM retention, 30% more in fees over the client’s lifetime, and double referrals.Key Features 1. Capability to position over 120 annuity products from 30 of the largest carriers2. JourneyGuide comes equipped with Reg BI technology to prove best interest3. Social Security optimization with 2035 payout scenarios 4. Free Advisor branded prospecting video5. Simplified Co planning approach that drives same day decisions
