Analysis to build better plans
Life is full of choices. Our software helps your clients make decisions.
Our reports compare retirement saving approaches based on key values like taxes, income, and legacy. They're the quickest way to turn prospects into clients and increase wallet share from those working with your practice.
Tax & Roth Analysis Reports
Taxes are one of the largest, and least evaluated retirement risks your clients face. Our reports help you identify, quantify, and eliminate tax & IRMAA risk.
Income Analysis Reports
Evaluate income potential so your clients can maximize their retirement assets. Our reports show your clients how to get more from their approach - whether using annuities, life or AUM.
Legacy Analysis Reports
Compare after-tax wealth for the next generation. Maximize legacy to heirs and charity. Optimize specialized retirement strategies. We have reports do it all.
Learn More About Our Reports
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Tax Reports
Uncover (& address) your client's Retirement Tax Bill
Our suite of Tax Analysis tools quantify the total taxes your client could pay in retirement and beyond - and show them how to reduce their IRS bill.
Our most popular tax software includes:
- Roth Conversion Optimizer
- Tax-Free Legacy Optimizer
- Tax & Income Analysis
Life Reports
Increase the value of your client's income and legacy approach
Our life insurance software lets you evaluate income and legacy potential between qualified, Roth, and life accounts - and show clients how to maximize their after-tax wealth.
Our most popular life software includes:
- IUL Income Analysis
- Tax-Free Legacy Optimizer
Annuity Reports
Drive alpha (yes, alpha) with income annuities.
Our Annuity Alpha software compares potential income and return from an FIA and brokerage account. Use it to drive sales and overcome objections.
Our popular Annuity software helps you:
- Compare FIA income to a managed account
- See the impact of growth and longevity on income