Purchase

Digitize your entire book of clients – you can double annuity sales and AUM

Game-changing retirement income planning software for financial advisors

Contact us to purchase an annual or monthly subscription to JourneyGuide

Phone: (844) 427-4576

Email: sales@journeyguideplanning.com

Flexible Affordable Pricing

  • JourneyGuide offers several packages for Independent Advisors, Advisor Offices, Enterprises and Carriers/Wholesalers.
  • All options include unlimited clients and unlimited plans.
Independent Advisor – Standard Service

Per Advisor: $900 annual fee/$83 monthly

  • Advisor Branded Prospecting Video
  • Interactive Planning
  • Custom Spending Taper
  • Projected 1040 Tax Forms
  • Social Security Optimization
  • Over 150 Annuity Products
  • Portfolio Integration with Annuity Products
  • Reg Best Interest Technology
  • Advisor Dashboard Identifies AUM, Annuity and Life Insurance Opportunities
  • Client Overview
  • Advisor Branded Plans
Advisor Office – Premium Service

Per Advisor: $810 annual fee/$73 monthly

  • All Standard Features
  • Office Branded Prospecting Video
  • Customize by Carriers or Annuity Products
  • Custom Asset Classes
  • Office Reporting
  • Office User Privileges
  • Admin Dashboard
  • Data Integration
Advisor Enterprise

Call (844) 427-4576

  • All Office Features
  • Enterprise Branded Prospecting Video
  • Retirement Income Portal
  • Firelight Integration
  • Client Engagement Tools
  • Enterprise Reporting
  • Annuity Proposal Activity
  • Tech Stack Integration
  • Retirement Readiness Calculator (projected retirement income)
INTERACTIVE PLANNING

Run thousands of simulations at lightning speed so planning can be done in real time with your clients

IMPACT OF GUARANTEED INCOME STREAMS

Introduce guaranteed income streams and see the impact on retirement outcomes with current annuity prices directly integrated

VISUALLY COMPARE PLANS

View charts that show how different plans will likely perform across potential market outcomes, allowing for a true understanding of tradeoffs

REPORT DASHBOARD

Manage your concise and easy-to-understand reports through a dashboard that meets fiduciary requirements

SOCIAL SECURITY CALCULATION

Calculate clients’ Social Security benefits at each possible age using only their Primary Insurance Amount and, if eligible, determine best route for claiming spousal benefits

ROBUST TAX CALCULATION

Determine taxes based on income and capital gains generated and the corresponding graduated tax brackets for both Federal and State (where appropriate)

SPENDING TAPER

Adjust client spending at certain ages to take into account how spending behavior changes during retirement

RIGOROUS ANALYSIS

Use proprietary algorithms to run Monte Carlo simulations and apply Cholesky decomposition, path risk, tail risk, and many other important considerations – all in one analysis

See JourneyGuide’s amazing features in action – Schedule a demo of JourneyGuide
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