Show clients "what-if" scenarios on screen
Make quick adjustments and compare financial scenarios in front of your clients.
Accurate Social Security taxation, and how taxes impact RMDs and early distributions from qualified plans
Import annuity information or life illustrations directly into CFD
CFD can import Winflex Illustrations, or find appropriate annuities and pull values using Cannex.
Close more annuity and life sales by stress testing your client's plan
Clients see why guaranteed income is important in down markets
Social Security Optimization
Illustrate benefits by year and compare filing strategies.
Spend Down Strategy
Manual strategy selection or fully automatic calculation of optimal spend down to minimize taxes and optimize retirement income