A quicker, easier way to start the planning process

Client-interactive tools that help agents prospect, present, and sell.

Sophisticated Calculations

PlanFacts performs millions of calculations behind-the-scenes, and presents complex financial concepts with an elegant simplicity.

Easy-to-Use Interface

No training needed to get started. Minimal inputs produce powerful conceptual results.

Professionally Designed Reports

Easy-to-understand output reports designed with the consumer in mind. Customize each presentation based on your client's unique needs.

Flexible Pricing + Free Trial

Purchase products individually, or take advantage of PlanFacts Product Bundles and save over 60% compared to individual subscription prices. Each subscription includes a risk-free 14-day free trial period.

PlanFacts Dashboard

Easily track prospects and manage clients from your dashboard. Client data is shared between tools, making it easy to create new cases from existing clients.

Integrations

PlanFacts tools are integrated with industry leading quoting and illustration tools, CRMs and eApps.

Bundle and Save

Bundle products and save over 60% compared to purchasing individual product subscriptions. Click on any product below to learn more about that product, or see individual subscription prices.

Basic Bundle
$29.95/month
START FREE TRIAL
*Includes 14-Day Free Trial

Life Goals

Life Goals Consumer Fact Finder

Financial Needs

Disability Insurance Lead Generator

Most Popular!

Retirement Income Bundle
$69.95/month
START FREE TRIAL
*Includes 14-Day Free Trial

Cash Flow Decisions

Cash Flow Consumer Fact Finder

Social Security Pro

Social Security Lead Generator

Retirement Road Map

Qualified Plan Concepts

Estate Planning Concepts

Ultimate Bundle
$99.95/month
START FREE TRIAL
*Includes 14-Day Free Trial

Life Goals

Life Goals Consumer Fact Finder

Financial Needs

Disability Insurance Lead Generator

Cash Flow Decisions

Cash Flow Consumer Fact Finder

Social Security Pro

Social Security Lead Generator

Retirement Road Map

Business Succession Concepts

Qualified Plan Concepts

Estate Planning Concepts

Easily Manage Your Clients and Prospects

Your subscription to any PlanFacts app includes the PlanFacts Dashboard. The Dashboard will allow you to keep track of prospects from our lead generation apps and manage each client's cases for easy organization.

"The seamless approach and live updates provide advisors and clients everything they need to visualize their goals and gain the capacity to chase their goals! I’ve given up all my other subscription software in favor of PlanFacts and would recommend the same to any other advisor providing proactive and holistic planning for their clients. "

- Travis Jennings—Finance C.A.P.E

"Your software is a valuable tool in helping to stress test our clients’ retirement plans to ensure they have a plan that can withstand the various risks and pitfalls that exist. (...) We’re able to create retirement simulations which help bring clarity to where they're at and where they want to go. We can then develop a plan to get them there safely and on time. Thanks again for the software as well as the time your team has taken to educate us and answer questions so we can better serve our clients."

- Todd Wooten

"PlanFacts has reignited my enthusiasm for this business! I now have a “go-to” suite of planning modules to service my broad practice. I like selling life insurance to young families—Life Goals helps me do that. I work with people in the retirement red zone—Cash Flow decisions helps me identify their situation, show them their problems and show potential solutions, including income annuities and life insurance. There are business transition and estate planning modules as well. Much of the other planning software I have looked at and used has been too weak in the areas of life insurance and income annuities for me to use in good conscience. This software allows me to easily integrate these planning solutions into a comprehensive plan."

- Robert J. Hanten, MRFC, LUTCF, FICF, IAR — President