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Prove the unmatched value of an annuity and life insurance in retirement income planning
Increase case size and close ratio without wasting time or resources
Streamline data-entry with an online consumer fact finder
Interactive, side-by-side comparisons to examine gaps and risks, and involve prospect in closing the gaps
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PlanFacts offers a variety of integrated tools for financial advisors at any stage of the planning market.
Streamline your workflow
Your mobile-friendly PlanFacts dashboard lets you access leads and manage cases from the same place—integrate with your CRM to directly import new clients.
Get more appointments with personalized lead generation sites
Catch prospects when they first start looking. Link to your personalized lead generation sites from social media accounts, websites or email footers and catch prospects when they first start looking.
Spend less time on data entry by using online consumer fact finders
Your clients can enter their own information by walking through your personalized, easy-to-use and highly interactive consumer fact finder sites.
Keep clients engaged with presentations they can understand
Studies show that clients who feel involved in the planning process are more committed to the final decision. Run side-by-side comparisons to play ‘what-if’ and demonstrate the value of adding an annuity or life insurance to their retirement plan.
Product features that save time and increase production
Sophisticated calculations behind the scenes, clear results front and center.
No training needed to get started. Minimal inputs produce powerful results.
Professionally Designed Presentations
Easy-to-understand output reports designed with the consumer in mind.
Integrate with industry leading quoting and illustration tools, CRMs and eApps.
Digital Consumer Fact Finders
Your personalized digital fact finders allows clients to enter their own information.
Lead Generation Solutions
Get qualified leads with your personalized lead generation sites.
Make quick adjustments on screen to play ‘what-if’ and compare scenarios.
14-Day Free Trial
With the risk-free 14-day free trial period, your credit card won’t be charged and you can cancel at anytime.
“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.”
“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