Powerful planning tools meet an easy-to-use interface
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Social Security Pro
Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
Estate Planning Concepts
Designed to simplify complex estate planning topics
Discuss estate planning without being an expert—let the software be the expert.
Social Security Lead Gen
A personalized lead-gen site where clients can explore their Social Security filing options and outcomes.
Cash Flow Decisions
A cash-flow based approach to show how retirement income sources work together for maximum benefit. Optimize Social Security, and propose life insurance or annuities.
Life Goals
A goal based analysis of your client’s basic needs — One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.
Business Succession Concepts
Address business valuation, business continuation and key person planning with interactive, step-by-step animations that help clients understand complex funding solutions.