Retirement Plan Simulator
Holistic planning meets an easy-to-use interface. Utilize bucket planning and statistically backed recommendations for REG-BI compliant advisors.
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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.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
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Estate Planning Concepts
Designed to simplify complex estate planning topics. Discuss estate planning without being an expert—let the software be the expert.
Ready-2-Retire
Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.
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Social Security Pro
Social Security answers your clients can understand —Sophisticated calculations behind the scenes, clear results front and center.
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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.
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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.
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Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
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Advisor Controls Essentials
BundleProducts Included:
- Retirement Plan Simulator
- Life Goals + Fact Finder*
- Disability Insurance Lead Gen
Advisor Controls Pro
BundleProducts Included:
- Retirement Plan Simulator
- Life Goals + Fact Finder*
- Disability Insurance Lead Gen
- Social Security Pro
- Social Security Lead Gen
- Qualified Plan Concepts
- Estate Planning Concepts
Advisor Controls Elite
BundleProducts Included:
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