Recommended Sales Software
There's no better way to close more sales than to show your clients and prospects the impact of annuities, life insurance, and other product options.
With the right software, you can do just that. These powerful point-of-sales tools allow you to compare different product types over a given timeframe, demonstrating to clients and prospects the potential impact on their retirement accounts.
The Spending Game
A must have resource when counseling clients who need to know how to best spend accumulated assets. The intuitive “Spread Sheet” interface will allow you to quickly add all of your client’s assets and test multiple strategies that will expose the most efficient solution.
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The Income for Life Model®
This comprehensive solution for retirement income distribution combines industry-leading proposal software, cutting-edge marketing tools and the most impressive personalized advisor website ever offered. It focuses on implementation and helps you tailor an income-generation strategy that perfectly fits your clients’ needs.
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The Shield
The Shield™ offers vibrant user interfaces to provide a simple and effective way to interest your clients through Point-of-Sale presentations, calculators, charts, and emotions. Effortlessly guide your clients from concept to concept, showing them where you can help them meet their financial goals.
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