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.


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

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.