To learn more about Case Design Pro, visit
The page features videos, tutorials, and samples to help you get the most from Case Design Pro.If you have any questions
about Case Design Pro Software, contact us at 866-926-6333. Apply now!
Our software makes building an income plan simple.
As older Americans move into retirement, they face many decisions. Retirement income planning — making a plan to coordinate these decisions to ensure enough
income to pay the bills and prepare for uncertainty — is critically important. But Americans may not be as knowledgeable as they should be to face these decisions.
A recent Genworth study suggests that the root cause of this may be financial or timing related:
• “52 percent of pre-retirees expect their living expenses to decrease in retirement, but actually, 65 percent of retirees saw their costs rise in retirement.”
• “73 percent of Americans are ‘confident they will retire as planned,’ yet only 48 percent of actual retirees ‘retired when they expected.”
We believe that a strong and understandable income plan is the key to successful retirement planning. Case Design Pro allows advisors to create a comprehensive yet simple income plan that prospects and clients can understand how they are going to generate the income needed to meet their income needs in retirement.
Assets at a glance
Total assets refers to the total amount of assets owned by a person or entity. Assets are items of economic value, which are expended over time to yield a benefit for the owner. Illustrate the prospects total assets in a simple and easy to understand format.
Our software allows advisors to show investment risk.
When it comes to risk, here’s a reality check: All investments carry some degree of risk. Stocks, bonds, mutual funds and exchange-traded funds can lose value, even all their value, if market conditions sour. Even conservative, insured investments, such as certificates of deposit (CDs) issued by a bank or credit union, come with inflation risk. They may not earn enough over time to keep pace with the increasing cost of living. Show prospects exactly what their current risk tolerance is, if their current investments are in line with their risk tolerance as well as show a side by side comparison of how they are currently invested against what your recommendation is.
Market volatility and sequence of returns risk two important ingredients in retirement
Sure, you the advisor know that market volatility is a statistical measure of the dispersion of returns for a given security or market index but how do you easily illustrate this to a client or prospect? You also know sequence of returns risk can play a big role as investors enter into retirement. Get the timing right and their money is likely to last over the course of their household’s entire retirement. Get the timing wrong and their money may not last over the course of their lifetime. We have a powerful tool to show both these important factors in retirement planning.
Help your clients gain control of their money and what is being spent with our budget calculator.
You'd never set out on a cross-country road trip without consulting a map. And, likewise, you can't expect to reach your financial goals without developing a plan for spending and saving. Indeed, budgets play a pivotal role in helping consumers pay off debt, feather their nest egg and make the most of their hard-earned dollars. Teaching your clients how to gain control over their money is important, both for your financial well-being and for your peace of mind. Creating a budget with the help of our calculator can help your clients feel more in control of their finances and allow them to save more money for their short- or long-term goals.
Required Minimum Distributions (RMDs) Calculator
Use this calculator to determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA. In general, you must begin withdrawing money by April 1 of the year following the year that you turn 70½. In general, IRS calculations use your age and account value determine the amount you must withdraw. Note that taxes may be due on distributions from a traditional IRA or 401(k). Do not include balances from a Roth IRA or 401(k).
Note: Users whose primary beneficiary is a spouse more than 10 years younger must use the Joint Life Expectancy Table in IRS Publication 590, which will generally produce lower required distributions.
You can edit the cases you have designed, save them and print them for client meeting. You are able to access every case you have worked on by simply logging into .
What To Do Next
Go to the Sign Up Page and start using Case Design Pro now!.
Case Design Pro, LLC
450 Century Blvd
Nashville, TN 37214