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Looking for software to convert prospects and drive Roth conversions?

Help your clients evaluate (and address) their Retirement Tax Bill.

Our software and reports are specifically designed to be powerful anlysis tools AND sales resources that drive client acquisition. 

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Tax Analysis
Tax Analysis Software

Taxes are the biggest retirement risk most savers have never considered.

Our Total Tax Burden Analysis software projects your client's total potential taxes in retirement, and demonstrate the tax savings of converting to a Roth account.

 

Income Analysis
Income Analysis Software

Saving on taxes is just the start. Show your client the potential income they can generate from various retirement strategies.  

This software lets you compare income potential from Qualified, Roth, and even taxable accounts.

Tax Drift
Tax Drift Software
Your client is interested in the long-term tax savings of a Roth  conversion. Now, help them analyze the short-term tax impact of their conversion. 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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