Retire Ready Solutions

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.

We help you simplify complex plan options with our tool built for advisors. Bridge your clients' many plan benefits with...
08/26/2026

We help you simplify complex plan options with our tool built for advisors. Bridge your clients' many plan benefits with TRAK's expert-level insights. Learn more and see for yourself with a free trial. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

08/25/2026

Imagine signing up for golf lessons and spending the first 30 minutes learning about ball compression, cover materials, and dimple patterns.

You might become the most knowledgeable person at the driving range who still cannot hit the ball.

Financial advisors sometimes do something similar. We explain asset allocation, investment performance, tax strategies, and product features before answering the question clients actually care about:

“Am I on track for retirement?”

The details matter. But if clients do not understand the game, explaining the dimples will not help.

In my latest article, I explore why starting with the big picture leads to better conversations, more engaged clients, and fewer people smiling politely while wondering what on earth we are talking about.

Federal retirement plans and benefits are complex, just ask any advisor who has tried working with a federal employee. T...
07/30/2026

Federal retirement plans and benefits are complex, just ask any advisor who has tried working with a federal employee. TRAK provides you one solution to simplify these complex plans. Learn more: https://bit.ly/3xmBse3

Set yourself up to serve your clients more efficiently. Download the Cheat Sheet. https://bit.ly/3xmBse3
07/27/2026

Set yourself up to serve your clients more efficiently. Download the Cheat Sheet. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

TRAK bridges that gap with clear, visual projections that make your recommendations feel immediate and relevant. When cl...
07/23/2026

TRAK bridges that gap with clear, visual projections that make your recommendations feel immediate and relevant. When clients see the math, they make the move. Differentiate your practice today. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

Create detailed, engaging plans for federal employees in a matter of minutes using TRAK software. Try it for free to see...
07/20/2026

Create detailed, engaging plans for federal employees in a matter of minutes using TRAK software. Try it for free to see for yourself. Become the “Federal Expert” your clients are looking for. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

Navigating plans can feel like trying to read a book written entirely in acronyms. For advisors, it’s about simplifying ...
07/16/2026

Navigating plans can feel like trying to read a book written entirely in acronyms. For advisors, it’s about simplifying complex rules into clear, understandable plans. For employees, it’s about feeling confident and in control of their financial future with less confusion. Let TRAK handle the complexities. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

Create detailed, engaging retirement plans for federal employees in a matter of minutes using The Retirement Analysis Ki...
07/13/2026

Create detailed, engaging retirement plans for federal employees in a matter of minutes using The Retirement Analysis Kit software. See how with a free trial of TRAK now! https://bit.ly/3xmBse3

We help you simplify complex plan options with our tool built for advisors. Bridge your clients’ many plan benefits with...
07/09/2026

We help you simplify complex plan options with our tool built for advisors. Bridge your clients’ many plan benefits with TRAK’s expert-level insights. Learn more and see for yourself with a free trial. https://bit.ly/3xmBse3

Simplify Federal Retirement Planning Complexities using TRAK. Federal retirement plans and benefits are complex, just ask any advisor who has tried working ...

Ed Dressel joins Belle Osvath to discuss how shifting from over-analysis to interactive simplicity helps clients. Don’t ...
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

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

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