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Looking for software to transform your client experience?

Build better retirement plans for your clients by analyzing taxes, income, legacy and cost.

Our reports are specifically designed to be powerful evaluation tools AND sales resources that drive client acquisition and close business. 

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Tax Analysis
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
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.  

Wealth Analysis
Wealth Analysis

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.

Cost Analysis
Cost Analysis

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
Tax Drift Software
Your client is interested in the long-term tax savings of a Roth or IUL conversion. Now, help them analyze the short-term tax impact of their conversion, and plan annual conversion amounts accordingly. A powerful tool to dispel concerns over conversion-year taxes.
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FIA Sales Strategy
Show your client how to reduce taxes and increase income by incorporating Fixed Indexed Annuities and tax-free IUL into their retirement approach. 
A targeted sales idea to extend the Roth conversion story.


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