MaxiFi is our state-of-the-art financial and retirement planning tool that calculates what you should spend, save, and insure annually to maintain your living standard. It also examines tens of thousands of Social Security, retirement account, annuity and other strategies to raise your living standard. The result is often tens to hundreds of thousands of dollars in additional lifetime spending.
(1k+) Ratings
PB
Aug 7th 2026
Useful information knowldgeable instrructor
RH
Mar 8th 2025
This topic was very interesting and informative. Very helpful education
DC
Dec 31st 2024
great course!
GRE
Dec 30th 2024
Another great webinar to give some good tips on advising clients who are looking at retiring or maximizing their lifetime spending.
JM
Dec 30th 2024
clear info provided