Advisor Tools

GAIN FROM OUR PERSPECTIVE

Hypotheticals

Use this tool to create hypothetical investment portfolios, compare portfolios or compare investments using Franklin Templeton and other funds.

Social Security Optimizer

Create claiming strategies to help your clients maximize their social security benefits.

Retirement Income IQ Test

Use this Retirement Income IQ Test as a quick, interactive and fun way to engage with your clients. It will aid you in evaluating your client’s current retirement knowledge as well as identify learning opportunities.

Investor Behavior

Do instinctive behaviors impact our investment decisions?

Seminars

A library of client-use presentations covering a variety of topics, along with corresponding invitations and literature.