Shop Solutions
Integrated tools with flexible subscription options—for financial advisors at any stage of the planning market.
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 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.
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.
Basic Needs
BundleProducts Included:
- Life Goals*
- Financial Needs Analysis
- Disability Insurance Lead Gen
