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Business Succession Concepts

A comprehensive set of tools to address all areas of business succession planning.

  • Business Valuation
  • Business Continuation
  • Key Person
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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
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Social Security Pro

Social Security answers that clients will understand.

  • Interactive User Interface
  • Professional Report
  • Compare Strategies
  • Benefits by Year
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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?"
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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
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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
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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."
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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
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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!
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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
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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
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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
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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
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