Practice Management

Plan Profit (k)alculatorTM

Maintaining a profitable practice is critical to your long term success and future business development, yet only 1 in 5 retirement plan advisors know this on a plan by plan basis.*

*Source: H&W/Sway Research 2012 Retirement Advisor Survey
 

A plan profitability analysis may reveal a more accurate financial picture of your business and offer strategies to strengthen your retirement plan practice.

Features of A Plan Profitability Analysis

  1. Identifies some of the most important variables that impact plan profitability
  2. Assists to gather and organize the information you need for both prospective and existing clients
  3. Determines whether the plan is providing the financial return you seek in your retirement practice
  4. Assesses and refines your service model, cost structure and prospecting efforts

An Introduction to the (k)alculator

Anders Smith walks through how to build your own plan profitability analysis.
Watch video


For additional sales ideas and business development tools, visit our retirement resources center.



The Plan Profit (k)alculatorTM is a tool for informational and educational purposes only, and should not be construed as specific legal, financial or business advice. Any analysis provided by this tool is based solely on the information provided by you. Other tools may produce substantially different success and failure outcomes. No guarantees are made as to the accuracy of any projections. Sample plan reports are provided for illustration, do not guarantee any specific outcome, and are for informational and educational purposes only. These reports contain numerous assumptions. Different assumptions could result in materially different results. Neither Nuveen Investments nor any of its affiliates, directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of the reports generated through this tool. Please see the “Legal Information” provided on this website for additional disclosures related to this tool.
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