Nine powerful planning tools on one easy-to-use platform
One-size-fits-all planning tools are complicated for advisors. And they don’t work for every client. So we’ve turned our most popular planning features into their own integrated, easy-to-use modules.
Qualified Plan Distributions
Business Succession Planning
Annuity Planning and Income Flooring
Lead Generation Tools
Training and support
We get it — no one has time to learn confusing software
Technology should simplify your planning process, not complicate it. Most of our tools don’t require any training, and it takes less than five minutes to build a plan.
Retirement Plan Simulator
Holistic planning meets an easy-to-use interface. Utilize bucket planning and statistically backed recommendations for REG-BI compliant advisors.
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.
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.
Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.
Social Security Pro
Social Security answers your clients can understand —Sophisticated calculations behind the scenes, clear results front and center.
Social Security Lead Gen
How do I get more clients? Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.
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.
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
Advisor Controls ProBundle
Advisor Controls EliteBundle
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