Stop Selling, Start Advising!
Your clients don’t want another cookie-cutter product or strategy. They want to know that you understand their dreams and goals.
SIPS Retirement Planning Software is a financial planning tool that gives your clients greater clarity in their outlook to retirement. Stop sounding like a salesperson, start advising your clients with confidence.
Keep it Simple!
SIPS Retirement Planning Software simplifies the complexity of retirement income planning. Easily integrate Fixed Indexed Annuities (FIA’s), Tax Projections and ‘What if?’ scenarios in your clients’ plan – in real-time.
Don’t lose clients because you don’t have the answers.
SIPS puts expertise at your fingertips.
Don’t Fear the ‘Engineers’
SIPS Retirement Planning Software was created by a former engineer who’s now a financial advisor. He’s thought of everything!
It’s easy as 1, 2, 3
1. Sign Up
Get your FREE, no strings
attached 30-day free trial.
2. Get FREE 1-ON-1 Coaching
We are available to train new users to use the software and can have them building their first cases very quickly.
3. Close With Confidence
Don’t lose clients because you don’t have the answers. SIPS puts expertise at your fingertips.
Engineered for Advisors
In 2009, financial advisor James Gallagher, a former engineer at General Motors, developed the SIPS Retirement Planning System as a way to “change the conversation” with potential clients. SIPS has helped him grow his practice from $7M to $120M, while still having time to travel and enjoy the finer things in life.
