Retirement Confidence Center
by ProspectMatch

A ProspectMatch product

The prospects researching you stop disappearing.

Co-branded retirement calculators your visitors actually finish — while ProspectMatch quietly identifies up to 40% of them. No forms. No pop-ups.

get started in one day · no setup fees · cancel anytime

Visitor → Prospect → Lead
40%

of otherwise-anonymous U.S. visitors, named — a verified email at minimum, often a full name and postal address.

~2 min to finish a calculator
13 retirement calculators
$0 setup fees, ever

Try it live

The calculator your visitors actually finish.

Drag the inputs — this is the real engine, the same one your prospects use.

—
Confidence score
—
250000
1000
65
MR
● Identified by ProspectMatch
Margaret R. · margaret.r@email.com
Age 60 · ran “Will my money last?” · now a prospect in ProspectMatch

Illustrative. An anonymous visitor becomes a named prospect — no form fill.

Run the math

What's a prospect worth to you?

You already pay to get visitors. See what identifying them is worth — drag to use your numbers.

1,500
$3,000
40%

ProspectMatch identifies up to 40% of anonymous U.S. visitors.

5%
Prospects identified / month 600
New clients / year* 360
Added annual value* $1,080,000

*Illustrative, based on the identification and close rates you set above. Your results will vary.

The deliverable

A report they keep — branded as you.

Every run produces a polished, co-branded PDF — your logo, your colors, your firm. The prospect gets a clear picture of where they stand; you get a named prospect in ProspectMatch the moment they hit calculate.

  • Your logo and brand on every page — it looks like your firm, not ours
  • Their score, projections and gaps in plain language
  • Generated instantly and emailed from your branded address
  • The visitor behind it identified through ProspectMatch
S Summit Retirement
Retirement Confidence Score
72
On Track
Years to retirement 15
Projected monthly income $5,840
Your income goal $6,000
Monthly gap $160

Educational estimate, not financial advice. Figures are illustrative and based on the assumptions you entered. Prepared by Summit Retirement.

↳ delivered to the visitor & logged as your prospect

Built-in intelligence

AI that explains the result — and preps you for the call.

Powered by Amazon Bedrock and grounded in each calculator's own numbers. It never invents figures and never gives advice — it just makes the result clear.

For the visitor

A plain-English takeaway

One tap turns the score into clear language — what it means and what moves it — so visitors understand their result instead of bouncing.

In the report

A written summary in every PDF

The co-branded report includes an AI-written “what this means for you” section, so your prospect leaves with clarity, not just a number.

For the advisor

Meeting-prep notes

Before you reach out, get concise AI talking points drawn from each prospect’s result — situation and angles, ready to review. Professional and Platinum.

Why it converts

A calculator they finish.
A prospect you keep.

Most calculators entertain a visitor and forget them. This one hands you the person.

Identifies your visitors

A small ProspectMatch script names the people already researching you — no form fill required.

Co-branded end to end

Your logo, your colors, your firm on every calculator, PDF and email. You look like you — not a vendor.

Your data, your prospects

Every identified prospect, result and download is yours — waiting for you in ProspectMatch. Compliant by design.

How it works

Three steps from anonymous to named.

01

Embed

Drop a calculator on your site or share a link — branded as your firm in minutes.

02

Engage

Visitors run a two-minute calculator and get a personalized confidence result they want to keep.

03

Identified in ProspectMatch

ProspectMatch names the visitor and adds them to your prospects, ready to follow up.

The suite

Every calculator turns visitors into identified prospects.

Put these on your site

Tax Diversification Score

We score how evenly your savings are spread across three tax treatments — taxable, tax-deferred, and tax-free. More balance generally means more flexibility to manage taxes in retirement.

Learn more →

Will My Money Last?

We simulate your retirement savings month by month: the balance earns a steady return while you withdraw an income that rises with inflation each year, until the money runs out or you reach life expectancy.

Learn more →

Retirement Confidence Score

Your Confidence Score compares the retirement nest egg you are on track to accumulate against the amount you would need to cover the gap between your desired income and your expected guaranteed income (Social Security, pension) through life expectancy. Everything is expressed in today's dollars.

Learn more →

Long-Term Care Cost

We estimate the future cost of long-term care by taking the current median cost for your state and care type, growing it to the age you might need care, and multiplying by the number of years of care.

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Life Insurance Needs

We estimate life insurance needs with the widely used DIME method: Debt + Income + Mortgage + Education, minus any coverage you already have.

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Pension: Lump Sum vs Monthly

We convert the monthly pension into a single value today (its present value) so it can be compared apples-to-apples with the lump-sum offer.

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401(k) Match Maximizer

We estimate how much of your employer’s 401(k) match you’re capturing versus leaving behind, and what that gap would grow to by retirement if it went unclaimed each year.

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Your Retirement Number

We estimate the nest egg ("your number") needed to fund the income you want using a safe withdrawal rate, then the monthly contribution needed to reach it from where you are today.

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Social Security Optimizer

We estimate your monthly Social Security benefit at different claiming ages by adjusting your full-retirement-age benefit (PIA) up or down using the Social Security Administration's published reduction and delayed-credit rules. Where available, the calculation is performed by the pmSSAnalyzer engine; otherwise a transparent local estimate is used.

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Annuity Income Estimate

We grow your investment to the age income begins, then convert that value into a level monthly income over your expected payout years — an illustration only, not a product quote.

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The Cost of Waiting

We compare the future value at retirement of the same monthly contribution started today versus started after a delay. The difference is the "cost" of waiting — driven almost entirely by the compounding years you give up.

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Roth Conversion

We compare the after-tax value of converting to a Roth now (paying tax today, then growing tax-free) versus leaving the money in a traditional account (growing now, taxed at withdrawal).

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Required Minimum Distribution

We estimate your Required Minimum Distribution by dividing your prior year-end balance by the IRS Uniform Lifetime Table distribution period for your age. RMDs begin at age 73.

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Inflation Impact

We show how inflation changes the value of money over time: what a given amount today will cost in the future, and what today's dollars will be worth then.

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Retirement Income Gap

We compare the monthly income you want in retirement against the income you can reliably produce: guaranteed sources (Social Security + pension) plus a sustainable draw from your portfolio. The shortfall is your income gap.

Learn more →

Built for advisors

The retirement pillar of your ProspectMatch presence.

Alongside your co-branded advisor website, Social Security analyzer, and weekly financial content — calculators carry their weight by turning traffic into named prospects.

Compliant by design — CAN-SPAM + US privacy
Verified, opt-in U.S. records only
An identified prospect, not a guess
Get started in one day, cancel anytime

Questions

What advisors ask first.

Is this compliant?

Yes. Identification uses verified, opt-in U.S. records, and every email is CAN-SPAM compliant with your firm as the sender. Your compliance team gets standard, disclosed marketing — nothing exotic.

Where does the prospect data come from?

ProspectMatch matches anonymous visitors against verified, opt-in databases, returning a verified email — often a full name and postal address. U.S. visitors only.

Will it feel like spam?

No. Outreach is advisor-branded, tied to the calculator the person used, and unsubscribe-respecting. You control the cadence and the content.

How is this different from my website vendor?

A normal site shows information and hopes someone fills out a form. RCC turns every calculator into an identification engine — so you also get the ~96% who never fill anything out.

Do my visitors need an account?

No. The calculators are guest-first: visitors get a result instantly, and you get the identified prospect.

How fast can I launch?

Get started in one day. No setup fees, cancel anytime.

See it live

See the tools in action.

Explore a live Retirement Confidence Center — the same calculators and branded report your visitors will use.

View a live demo →

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Plans from $100/mo

Turn the traffic you already have into named prospects.

Purchased through ProspectMatch. Get started in one day.

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