Retirement savings calculator form
Free form template to calculate retirement savings. Collect inputs on current age, savings, contributions, and returns to show live projections. Then ask for contact information to create a lead.
Live calculations
This templates uses various math formulas to calculate values such as monthly rate of return, future value of savings, future value of contributions, and lastly the total retirement funds. The numbers are calculated by the form in real-time. Your visitors don't have to press a button to get the results.
The formulas used can be customized.
Field insights
Field analytics help you understand user responses better. For this retirement planning calculator, insight on visitor goals can guide financial advisors in addressing common goals people have, such as traveling or covering healthcare costs.
Advisors can refine their advice and create plans that meet more clients' needs, improving customer satisfaction and business outcomes.
Hidden fields
The form uses hidden fields to store the result of math formulas. This helps simplify the form structure. Hidden fields are very powerful and can also be used to store other information.
Pre-fill fields
This form uses the pre-fill feature to add default values to the fields. Example, the rate of return field has a default value of 8%.
Frequently asked questions
Can I customize the fields in this template?
Yes, you can easily customize the fields in this template. You can add, remove, or edit any fields to better fit your specific needs and preferences.
How are the results calculated?
The form uses hidden fields and advanced math calculations feature to calculate the different numbers. Then it uses a Rich Text field to format and display those numbers in a familiar currency.
Can I share my form with others?
Yes, you can share your form with others by generating a shareable link. You can also embed the form on your website.
Can I use this form to generate leads?
Yes, this is a multi-step form. The first step calculates the retirement savings. You can then prompt your visitors to fill out the contact form on the second step to generate new leads.
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- Secure
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- Blazing fast
- Customizable