Retirement Planning Software with Long-Term Care Planning Built-In
For Financial Professionals Who Want Ease of Use, Clearer Conversations, and a Stronger Client Experience.
TruPLAN provides financial professionals with retirement income software that models detailed optimal retirement, innovative calculators – while also providing the simplest presentation for long-term care in the market today
If you already use retirement tool but want to add long-term care to your presentation, simply select the LTC-Only Module and be one of the few advisors who truly provide for ALL of your clients’ retirement needs.
Clients Don’t Want Complexity.
They Want Clarity.
Many retirement planning tools overwhelm clients with data they don’t understand. TruPLAN takes the opposite approach: a clean, advisor-designed experience that helps clients see their income, taxes, and long-term care strategy in minutes.
With TruPLAN, you get:
One-screen planning: itemized income modeling that considers inflation, taxes, RMDs, Social Security, LTC, and more.
Asset-based LTC integration: finally explain care planning clearly
Client-ready visuals: simple charts clients understand immediately
Affordable options for independent advisors: enterprise power without enterprise pricing
Flexibility: Select our full service retirement option with integrated long-term care planning or select either module singularly to meet your specific needs.
Frequently Asked Questions
What makes TruPLAN different from other tools?
TruPLAN is built around one belief: clarity wins meetings.
TruPLAN provides the technical analysis, but presents it in a manner built for real client conversations:
• Clean visuals clients understand
• LTC built directly into the plan
• Affordable pricing for independent advisors
While other platforms focus on data output, TruPLAN focuses on helping you communicate the retirement story simply, professionally, and convincingly.
If clarity, speed, and better client meetings are important, TruPLAN will feel different the moment you see it.
Will this actually help with client conversations?
Yes — that’s exactly what TruPLAN was built for.
Advisors consistently report:
• Clients understand their income story faster
• Meetings stay on track
• LTC becomes a calm, educational discussion (not fear-based)
• Prospects convert at higher rates
• Prep time drops dramatically
When clients see the plan instead of being told about it, trust rises. Clear visuals create confident decisions — which leads to stronger retention and more referrals.
I already use a planning tool… do I really need another one?
While TruPLAN provides full retirement planning module that can replace your present software at a favorable price, it’s not necessary. If you prefer, you have the option to select the long-term planning tool as a “stand-alone” module that can enhance the use of your present retirement software.
If you want to see how it fits alongside your current stack, the fastest way is to schedule a demo to get a quick walkthrough.
Does TruPLAN handle long-term care planning without overwhelming clients?
Absolutely. Traditionally, LTC has been seen as complex and confusing and can lead to fear-based rejection. TruPLAN removes the complexity, simplifies the presentation, and removes any hesitancy by leading the conversation to answering 4 simple questions:
• Does the solution put the client in the best position if they have a claim?
• Does the solution put the client in the best position if they DO NOT have a claim?
• Can they afford it?
• Does it easily integrate into their overall retirement plan?
TruPLAN answers all 4 questions.
That’s it. Simple.
