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Monday 7:30am - 3:30pm Tuesday 7:30am - 3:30pm Wednesday 7:30am - 3:30pm Thursday 7:30am - 3:30pm Friday 7:30am - 12pm

Retire Ready Solutions

Name: Retire Ready Solutions
Address: 675 Orchard Heights Road Ste. 275, Salem, OR, 97304, US
Telephone: +15038311111
Price range: $$

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Salem, OR
Retire Ready Solutions

Helping Financial Advisors educate clients about retirement. At Retire Ready Solutions. We specialized in the Tax Sheltered Annuity (TSA) education market.

http://www.retireready.com we build partnerships with broker-dealers, independent financial advisors, registered representatives and registered investment advisors across America with The Retirement Analysis Kit (TRAK), the vivid and robust retirement illustration software we create at our Dallas, Oregon headquarters. TRAK financial planning software is widely viewed as the gold standard of retire

ment illustration software for advisors because it is designed for the real-life prospecting and selling situations that advisors encounter. Our company was founded in 1986 as a financial services firm called The Annuity People. As a sales rep firm, one of our biggest challenges was giving our clients a clear and unbiased picture of their retirement needs as quickly as possible. We developed TRAK retirement illustration software based on the marketplace needs we uncovered in our everyday selling practices. We began marketing TRAK software to other advisors and, based on its proven usefulness in daily sales calls, our platform quickly became the leading worksite tool for marketing, sales, illustration and analysis for professional retirement planners. In 1990, the company began focusing exclusively on designing, manufacturing and marketing TRAK software. Since then, MetLife, Hartford, Nationwide Insurance and thousands of independent financial advisors have used TRAK software and reported increases in their average case size of up to 34 percent. In July 2006, our company became known as Trust Builders, Inc. Our new name reflects the evolution of retirement services away from rapid transactions toward lifelong relationships based on trust. That is the way advisors must serve their clients—and that is our model for serving advisors. In January 2007, Edward Dressel, who had held various development and marketing positions with the company since 1988, became president and owner of Trust Builders. In July 2017, we changed our company name to Retire Ready Solutions in order to more clearly reflect the products and services we provide to advisors helping individuals prepare for retirement. We have expanded our software so that we can now serve 401(k) advisors and advisors in the federal employee marketplace while continuing to serve advisors in the 403(b) marketplace. As an added service, we now partner with broker dealers to customize aspects of our software so that it better meets the needs of their representatives. Please contact us today to learn more about TRAK and tell us how we can better serve you. Your success is our success. Now Try TRAK - Online Sign-up Here http://online.asktrak.com

We build partnerships with our users which, in turn, helps build stronger, more robust software. Our list of satisfied agent users represent companies across the America and Canada:

Aetna
American National LIfe Insurance Company
American United Life
AXA
Conseco
First Financial
General American
Great American Reserve
Great West Life
IAP
ING
Jackson National
Life of The Southwest
Lincoln Investment
Lincoln National
LPL Financial
Mass Mutual
MetLife
MONY
Nationwide
New York Life
Pension Planners
PlanMember Services
Principal Financial
R.W. Durham
Reliant Financial Services
Resources Trust of Denver Colorado
Security Benefit Group
Standard of Oregon
Strong Mutual Funds
Symetra
The Franklin
The Hartford
The Legend Group
The New England
Transamerica
Western National Life
Western World Annuity

Trust Builders, Inc. has a long history of working with corporate accounts of all sizes. Trust Builders, Inc. will draw on our experience to help your advisors increase their sales through client education.

01/09/2026

Ed Dressel joins Belle Osvath to discuss how shifting from over-analysis to interactive simplicity helps clients. Don’t miss this enlightening episode! https://apple.co/4saE6eH

12/29/2025

Retire Ready’s Ed Dressel was thrilled to join Belle Osvath on The Smarter Planner Podcast! In this episode, he explains how interactive, easy-to-understand tools can keep clients engaged long after meetings and show them exactly where they stand — all on one page. Listen now. https://apple.co/4saE6eH

11/24/2025

Many advisors dread participant meetings, and so do many participants. With TRAK’s Batch Processing tools, you can engage and motivate plan participants like never before. Quickly give retirement plan participants a meaningful report illustrating their contributions and impact on retirement and answering their most important question: “Am I ready to retire?” https://retireready.com/solutions/participant-education-solutions/

11/17/2025

How do your client meetings go? Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan, only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients. They don’t understand the value you provide, and so will find it hard to engage in the retirement planning process. You have the expertise, now you need the right tools to help you do your job. https://retireready.com/solutions/

The Retirement Analysis Kit (TRAK) has been ranked as the most effective sales tool by a Fortune 100 company. TRAK has been used by advisors for over 30 years and we routinely work with corporate clients to provide tailored, enterprise solutions.

11/10/2025

Russell Telfer, a financial advisor based in Denver, discusses his career journey in financial planning, focusing on public employees like teachers and first responders. He highlights how adopting the TRAK financial planning software transformed his client interactions. https://podcast.retireready.com/554275/episodes/17985307russell-telfer-ameriflex

11/03/2025

Get the most out of TRAK by joining one of our training webinars, free for registered users of the retail version of TRAK. Sign up here: https://retireready.com/support/

TRAK Software Support RetireReady Solutions not only creates the best financial planning software in the industry but also provides the best support in the ...

10/24/2025

Clients find it hard to argue with their own data. So why not show them their own paycheck data? TRAK’s Paycheck Calculator is a suite of three separate tools that help a client quickly and easily understand what is being said, find additional funding for retirement, and see how account funds will accumulate until retirement and the income that they will provide. https://retireready.com/solutions/paycheck/

TRAK Solutions Paycheck Calculator Clients find it hard to argue with their own data. So why not show them their own paycheck data? TRAK's Paycheck Cal ...

10/17/2025

National Retirement Security Week promotes the importance of saving for retirement. As a financial advisor, you already know the importance of retirement security, but does your client? Make it easier with TRAK. Try it out for free today. https://retireready.com/

RetireReady Solutions are the makers of TRAK Software, 'The Retirement Analysis Kit'. Helping Financial Advisors since 1986!

10/10/2025

Jane Hagen is the Senior Vice President, Director of Retirement Plans & Senior Relationship Manager at Tri-Star Trust Bank out of Michigan. With over 25 years experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts she is a veteran in the 401(k) market. Listen in as she shares some of her creative and professional tips on engaging plan sponsors, running successful annual participant meetings and growing assets under management. https://podcast.retireready.com/554275/episodes/3259396-jane-hagen-tri-star-trust-bank

10/02/2025

Our training webinars are free for registered users of the retail version of TRAK. The webinars cover different topics, all aimed at helping you grow more proficient with TRAK-Online and TRAKDesktop. Register today: https://retireready.com/support/

TRAK Software Support RetireReady Solutions not only creates the best financial planning software in the industry but also provides the best support in the ...

09/23/2025

Sometimes clients need to see the “gap” before they are motivated to change. TRAK’s Gap Analysis calculator provides a rapid, visual gap analysis of a client’s retirement needs. Learn more: https://retireready.com/solutions/gap-analysis/

TRAK Solutions Retirement Needs Analysis Gap Analysis Sometimes clients need to see the "gap" before they are motivated to change. TRAK-Online& #03 ...

09/16/2025

TRAK allows you to quickly enter values and illustrate for clients how decisions they make can impact them today and in retirement. Try it for yourself today! https://retireready.com/

RetireReady Solutions are the makers of TRAK Software, 'The Retirement Analysis Kit'. Helping Financial Advisors since 1986!

Address

675 Orchard Heights Road Ste. 275
Salem, OR
97304

Opening Hours

Monday	7:30am - 3:30pm
Tuesday	7:30am - 3:30pm
Wednesday	7:30am - 3:30pm
Thursday	7:30am - 3:30pm
Friday	7:30am - 12pm

Telephone

+15038311111

Website

http://RetireReady.com/

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