Client-interactive tools that help financial advisors prospect, present and sell.
Basic Needs
BundleProducts Included:
- Life Goals*
- Financial Needs Analysis
- Disability Insurance Lead Gen
Ultimate Product
BundleProducts Included:
Featured Product: Rio
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
Shop Individual Products
PlanFacts offers a variety of integrated tools for financial advisors at any stage of the planning market.
Social Security Lead Gen
How do I get more clients? Social Security Lead Gen is your 24/7 prospecting partner. Add it to your other prospecting methods to boost your results.
Rio—Retirement Income Options
An annuity and life insurance sales solution—Prove the unmatched value of an annuity or life insurance in retirement income planning. Includes an easy-to-use digital consumer fact finder.
Retirement Road Map
Your door opener to the baby boomer market—helps advisors chart retirement courses for baby boomers
LifeGoals
A goal based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs. Includes a digital fact finder for easy data entry.
Business Succession Concepts
Address all areas of business succession planning—Business Valuation, Business Continuation and Key Person Planning.
Social Security Pro
Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.
Qualified Plan Concepts
Show clients how to use 401(k) and IRA distributions for maximum benefit.
Estate Planning Concepts
Designed to simplify complex estate planning topics
Discuss estate planning without being an expert—let the software be the expert.
Ready-2-Retire
Say good-bye to “calculator-thinking” — move the client away from numbers and into lifestyle planning. Developed in conjunction with LIMRA.
Cash Flow Decisions
A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.
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
Sophisticated calculations behind the scenes, clear results front and center.
Easy-to-Use Interface
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.
Integrations
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.
Side-by-side comparisons
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.
