Tax Analysis Software
Taxes are the biggest retirement risk most savers have never considered.
Tax Burden Analysis software projects your client's total potential tax burden in retirement, and demonstrates the value of Roth or IUL conversions - in dollars and cents.
Income Analysis Software
Evaluate and compare income potential from various retirement strategies for your clients.
Income Analysis Software can compare retirement income from IUL, qualified accounts, taxable accounts and even Roth accounts.
IRAs are a flawed way to leave a legacy, and an inefficient way to grow wealth.
Wealth Analysis Software compares growth and legacy potential between qualified, taxable, Roth and IUL accounts.
Have you heard the objection, "Isn't IUL an expensive way to save?" It's often false - and now you can show your clients why.
Cost Analysis Software calculates the total cost of an IUL policy, and transforms those costs into a single percentage for comparison to other strategies.
Tax Drift Software
FIA Sales Strategy