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Evaluating Milestone Comparison Features


Question: How does the Comparison of Milestones feature in our software stack up against similar functionalities in other software programs?

Answer: Milestones Retirement Insights was built by practicing advisors, for other advisors. It offers a very short “time to value” proposition, allowing users to create a practical retirement withdrawal plan in minutes. This feature is particularly useful for serving households with retirement income concerns and advisors who don’t have the time to complete a full Equisoft, SNAP, or Conquest plan, especially for prospects who may not engage with the advisor.

Milestones always calculates the maximum achievable retirement income if given a desired retirement budget, which helps identify households with annual excess retirement cash flow, potentially indicating the proper placement of permanent life insurance.

Think of Milestones as more of a lead generation device that quickly initiates the retirement conversation, but also provides retirement income plans of great practical value to prospects and existing clients.

Keywords: Milestones Retirement Insights, Equisoft, Conquest, Lead Generation, Retirement Income Plan


For more information or to clarify any questions about using the Milestones Retirement Insights tool for comprehensive retirement income planning, reach out to us at 

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