RetireSmart is a sophisticated forecasting tool from Zurich Life which combines pensions and long-term savings under one plan in the most tax-efficient way possible.
The RetireSmart forecasting tool helps you to combine the following elements under one plan for your clients:
- Long-term Savings
- Lifestyling investment strategies
And now with Mobile RetireSmart, you can advise your clients on how to plan for their retirement tax-efficiently no matter where you meet with them!