Trinity Pension Consultants recently launched the Cash Balance (CB) Navigator app. This free app provides a tool for financial advisors to quickly and easily generate a maximum annual contribution amount for clients and prospects.

 

To discover the estimated maximum annual contribution for the first year of a cash balance plan, the financial advisor only needs the individual's age and income. By selecting an age between 35-70 (in single year increments), and an income range from $50,000 to $250,000 (in $10,000 increments), the financial advisor will be provided with an estimate to share with their client or prospect.

 

Additionally, once an estimate has been generated, financial advisors will be able to request a full illustration from Trinity Pension Consultants directly from the app. The app will then send an email to a Trinity representative who will contact the financial advisor to gather more specific information.

 

The app is available as a free download for Android and iOS mobile operating systems. To download the app, search "Cash Balance Navigator" in the Google Play Store or Apple App Store.

For more information, visit www.trinitypension.com.