Three interactive tools for walking a prospect through their retirement picture, in the order a conversation usually flows. Pick the one that matches where you are, or work through all three.
Show a prospect what today's cost of living will look like in 10, 20, or 30 years — the reason "enough" today may not be enough at retirement.
Walk through monthly CPF LIFE income and what's left for beneficiaries, across the Standard, Basic, and Escalating plans — figures calibrated to CPF Board's official payout table.
Compare the income a prospect wants in retirement against their projected CPF LIFE payout, and size the monthly and lump-sum gap that a supplementary plan needs to cover.
50-year projection for AIA Wealth Venture, Pro Achiever 3.0, and Platinum Wealth Venture 2.0 — models premiums, bonuses, surrender charges, and optional dividend payouts across 4%, 6%, and 8% growth scenarios.
Checklists by subject to build fluency with these tools before using them in front of a client — CPF LIFE fundamentals, inflation conversations, objection handling, and compliance basics. Progress is tracked per person on this device.