Double Your Closing Ratio | RetirementView Pro
For Annuity & Insurance Advisors

Show Prospects the One Picture That Makes Waiting Feel Too Expensive

It’s not another retirement calculator — it’s the simple, visual tool annuity and insurance advisors use to close more prospects live, in the room.

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How to Double Your Closing Ratio

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Sound familiar?

You don’t have a pitch problem. You have an urgency problem.

Convinced prospects still walk — not because they disagree, but because nothing on the table made the cost of waiting feel real.

“Let me think about it.”

You ran a clean meeting. They nodded along. They seemed convinced. Then came the four words that kill your month — and they walked out the door, never to call back.

40-page plans that overwhelm

Hand a prospect a thick financial plan and watch their eyes glaze. Complexity doesn't build trust — it builds hesitation. Confused prospects don't buy; they “think about it.”

Tools built for planners, not closers

eMoney and MoneyGuide Pro are powerful — and far too slow and complicated to run live in front of a client. You can't close on a screen the prospect can't follow.

The mechanism

Make them see it. Then they act.

RetirementView Pro does one thing brilliantly: it makes the prospect feel the problem in the room, in plain sight, in minutes.

RetirementView Pro chart showing a client's money running out in red
The moment that closes the deal: RED means your client is out of money. Show them their own picture, then ask, “Is that what you were planning?”

They see it in RED

On one simple screen, the prospect sees the exact year their money runs out — in red. Not a number buried in a spreadsheet. A picture they feel in their gut.

Live, in 15–20 minutes

You load their real numbers and run it right there at the table. No homework, no “I'll send you a report.” The urgency happens while you're still in the room.

The Grandmother Test

If your grandmother can understand it, it closes. Keep It Simple isn't a compromise — it's the whole mechanism. Simple beats sophisticated every time prospects have to decide.

Same software. Completely different job.

Most advisors think they already own “a retirement calculator.” They don’t own a closing tool — something simple enough to run live that creates urgency a prospect can see. That’s the difference between a number on a page and a signature on a contract.

Free Download How to Double Your Closing Ratio report cover

The closing mechanism behind thousands of advisor success stories.

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What’s inside

A field-tested playbook for closing in the room

  • The 12-criteria checklist prospects subconsciously use to decide whether they trust you — and how to satisfy all 12 in one meeting
  • How to run the “RED screen” close live, step by step, with the prospect's own numbers
  • Why “Keep It Simple” out-closes sophistication every single time — and how to apply the Grandmother Test to your next meeting
  • The doctor analogy: how to take a prospect's financial “vital signs” so the diagnosis — and the urgency — becomes impossible to ignore
  • The exact mechanism that turns “let me think about it” into “where do I sign?” before they leave your office
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What advisors say

Producers who stopped losing the room

Real results from advisors and agents using RetirementView Pro with their clients.

“I doubled my closing ratio in just a couple of months using RetirementView Pro.”

Alan Cantrell
Alan CantrellFinancial Advisor · Arkansas

“Torrid Tech’s RetirementView is allowing me to open $2 to 3 million dollars of new money a month.”

Mike Savarese
Mike SavareseFinancial Advisor · California

“We literally doubled our production from $5MM last year to $10MM this year using the RetirementView software. Clients love it.”

Ted Phillips
Ted PhillipsInvestment Advisor · Georgia

“I love the software. It’s easy to use and fun to show clients — our clients love the large, easy-to-see graphs.”

Derek Bohne, CLU, ChFC
Derek Bohne, CLU, ChFCPrivate Wealth Advisor · Utah

“The most accurate, flexible, easy-for-a-client-to-understand software I’ve used in 30+ years. The cost ratio for this product is 100 to 1.”

Jim Manna, CLU, ChFC
Jim Manna, CLU, ChFCFinancial Advisor · Florida

“I’ve checked out many retirement planning tools and this one is still my favorite. It’s hands down the best tool on the market.”

Antonio Filippone
Antonio FilipponeRetirement Advisor · Illinois
Built for closers

Who this is for

If you sell in the room and live or die by your closing ratio, this was built for you.

  • Annuity & fixed-index annuity (FIA) producers
  • IUL and life insurance agents
  • Financial advisors who sell in the room, not over weeks
  • IMO / FMO agents looking for a repeatable close
  • Workshop and seminar presenters who need a live “aha” moment
  • Anyone tired of losing convinced prospects to hesitation

90-Day, No-Questions-Asked Guarantee

The report is free — and when you’re ready for the software, RetirementView Pro is backed by a rock-solid 90-day money-back guarantee. If it doesn’t help you close, you get every penny back. No questions asked.

Questions

Before you download

No. Calculators are built to produce numbers. RetirementView Pro is built to close — a simple, visual, in-the-room tool that shows a prospect the year their money runs out so they act now instead of “thinking about it.” Same category on the surface, completely different job.

About 15–20 minutes. You enter their real numbers live and the picture appears on screen while you're still sitting with them. No take-home reports, no delay, no lost urgency.

No. The whole point is simplicity — it passes the Grandmother Test. It runs on Windows and Mac, and most advisors are showing it to clients the same day they install it.

Nothing. “How to Double Your Closing Ratio” is a free download. Enter your name and email and it's yours immediately — no card, no obligation.

It's been refined over 34 years and used by thousands of advisors and agents for more than two decades. It's been featured in Financial Advisor Magazine and mentioned on Fox News, CBS, and ABC, and Torrid Technologies is BBB accredited.

You'll get the report instantly, plus an invitation to a short training that walks through the exact closing mechanism — and how to put RetirementView Pro in front of your next prospect.

Get the free report and close your next prospect

Stop losing convinced buyers to hesitation. Grab the exact mechanism that turns “let me think about it” into a signed application — before they leave your office.

  • Instant download — no card required
  • The live, 15-minute RED-screen close
  • Plus an invite to the full training
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How to Double Your Closing Ratio

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