"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. |