Trinity Pension Consultants is excited to announce the launch of the Cash Balance (CB) Navigator app. The app allows financial advisors to quickly and easily generate a maximum annual contribution amount for their clients or prospects. The free app is available in both the Google Play Store and Apple App Store by searching CB Navigator.

 

By inputting an individual's age and income using a simple drop down menu, financial advisors can immediately provide their clients with an estimated maximum annual contribution amount for the first year of a cash balance plan. Financial advisors can choose from ages 35-70 in one-year increments, and they can choose the compensation from $50,000 to $250,000 in $10,000 increments.

 

Financial advisors can then request a full illustration from Trinity Pension Consultants with the simple touch of a button. An email will be sent directly to a Trinity representative who will contact the financial advisor to gather more information.

 

For more information, visit www.trinitypension.com.