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Lead Generation
Social Security Lead Gen
A personalized lead-gen site where clients can explore their Social Security filing options
Ready-2-Retire
A personalized, interactive lead-gen site where clients explore their needs and wishes in retirement
Target Specific Needs
Social Security Pro
A highly-interactive Social Security maximization tool that allows clients to play ‘what-if’ and see results in real time.
Life Goals
A simple, goals-based fact finding tool to solve for multiple insurance and investment needs
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit
Estate Planning Concepts
Simplify complex estate planning topics and show life insurance as a solution
Business Succession Concepts
Address business valuation, business continuation and key person planning
In-Depth Analysis
Retirement Plan Simulator
Utilize bucket planning to analyze retirement income, life insurance, annuities, and investment strategies
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
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