Business Succession Concepts
A comprehensive set of tools to address all areas of business succession planning.
- Business Valuation
- Business Continuation
- Key Person
Cash Flow Decisions
Maximize Social Security and retirement cash flow.
- Interactive playground lets you play with variations and make quick adjustments.
- See how taxes impact cash flow and fluctuate over the years
- Includes digital consumer fact finder
Social Security Pro
Social Security answers that clients will understand.
- Interactive User Interface
- Professional Report
- Compare Strategies
- Benefits by Year
Retirement Road Map
Clients answer six basic questions. That means no pre-retiree can say “I don’t have time.” Answer baby boomers' questions:
- "Do I have enough money to retire?"
- "Will I run out of money?"
- "How will I know if I am staying on track?"
Life Goals
A goal-based analysis of your clients most basic needs. One program to solve multiple client insurance and investment needs.
- Focus on a specific need, or multiple needs
- Includes digital consumer fact finder
- You choose what's presented based on your client's situation
Financial Needs Analysis
A cash-flow analysis of your client's most basic needs. One program to solve multiple insurance and investment needs.
- Cash flow analysis determines client’s needs more accurately than goal-based analyses
- You choose what's presented, based on your clients needs.
- Focus on a specific need, or focus on multiple needs
Qualified Plan Concepts
You maximized Social Security, now show how to use Qualified Plans effectively.
- Seven of the most effective uses of IRA and 401(k) distribution
- Each objective is a “stand-alone presentation."
Estate Planning Concepts
Your door-opener to the estate planning market.
- Designed to simplify complex estate topics
- Emphasis on estate planning—not just taxes
- Interactive, easy-to-understand flow charts
Ready-2-Retire
Ready-2-Retire is a web-based, client-interactive prospecting and client retention tool.
- Get to the emotional side of decision making.
- Get your own unique website address (URL) for your personalized version of the program.
- Easy to use and highly interactive!
Cash Flow Decisions Consumer Fact Finder
An easy-to-use online fact finder that lets prospects/clients enter their own information.
- Prospects enter their own information
- Data collected is shared with your other PlanFacts tools
- Clients/prospects view a visual summary of current situations
Life Goals Consumer Fact Finder
An online fact finder that identifies a client's needs, introduces concepts, and collects data necessary to begin planning.
- Prospects enter their own information
- Provides a visual summary of their progress, and risks to their goals
- Data collected is shared with your other PlanFacts tools
DI Lead Generator
A professional lead generation solution.
- You receive a personalized DI Lead Gen website
- Consumers will see for themselves the need for disability planning
- You're immediately notified of new leads
- Last feature that's short
Social Security Lead Gen
Social Security Lead Gen is your personal 24/7 prospecting partner.
- Your own personalized Social Security site.
- Your own QR code to direct prospects to the site.
- Clients see their numbers, not hypothetical case studies.
- Integrates seamlessly with SSPro