Doing Custom Stress Tests with Options
There are a few features in the new Portfolio Crash Testing Pro (PCT Pro) that allow an advisor to compare and contrast the outcomes of various portfolio allocations. Some of...Read More
How Retirement Advisors Can Easily Send Marketing Letters to Prospects
Advanced Search for Prospects Select a Plan Send Template Letters Track Your Email Activity Client Struggles: Many clients ask us about the best ways to prospect underperforming 401(k) plan sponsors....Read More
Easy Advisor Marketing with Customized, Trackable Marketing Letters
As a finance professional, I deal every day with advisors who have big ideas about business growth. These ideas are the essence of success and it can be defined by...Read More
Case Study:Options Can Help To Diversify Risk
THE PROBLEM: Volatility is a threat to portfolio gains Investors feel comfortable when markets behave rationally and their portfolios trend upward with expected fluctuations along the way. However, the investment...Read More
Reserve plan sponsors for your marketing with Plan of the Week
RiXtrema’s Plan of the Week email allows you to reserve plan sponsors for 6 months and keep those sponsors from being distributed to other users. It is one more way...Read More
Case Study: Here’s why your Risk Tolerance Questionnaire is failing you
Risk Tolerance is just half the picture Now is the time to reflect A questionnaire without Risk Capacity is a blunt tool! Risk Capacity + Risk Tolerance = Risk Profile...Read More