COMPUTERIZED SALES TOOL FOR VISUALIZING THE IMPACT OF SELECTIVE FINANCIAL PRODUCTS ON RETIREMENT PLANNING

摘要

A computerized financial product sales system is disclosed. The system includes a customer profile calibration module, a product selection module, and a visualization module. The customer profile calibration module may be configured to allow selection of one or more customer parameters. The product selection module may be configured to allow selection of a financial product. The visualization module may be configured to graphically display an impact of the selected financial product on one or more of the selected customer parameters based on actual historical data over a specified time period.