Ultimate Product Bundle

Feel comfortable working with clients at any stage of the planning process

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Planning tools for financial advisors specializing in multiple lines of business

You don’t have to be an expert—let the software be the expert.

Basic Needs Analysis

Social Security Maximization

Retirement Planning

Estate Planning

Business Succession

Products included in the Ultimate Bundle:

Retirement Income Options Rio a complete annuity and life insurance sales tool
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.

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Social Security lead generation tool
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.

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Qualified plan retirement income planning tool
Qualified Plan Concepts

Show clients how to use 401(k) and IRA distributions for maximum benefit.

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Life Goals basic needs analysis software
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.

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Disability Insurance Lead Gen
Disability Insurance Lead Generator

A personalized lead generation site where prospects see for themselves the importance of disability insurance planning.

See a Sample Lead Gen Site

Social Security Pro maximization tool
Social Security Pro

Social Security answers your clients can understand—Sophisticated calculations behind the scenes, clear results front and center.

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Cash Flow Decisions Retirement Income Planning
Cash Flow Decisions

A cash-flow based approach to discuss Social Security maximization, retirement income, life and annuity sales.

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Retirement Road Map Baby Boomer Financial Planning Tool
Retirement Road Map

Your door opener to the baby boomer market—helps advisors chart retirement courses for baby boomers

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Financial needs analysis tool
Financial Needs Analysis

A cash flow based analysis of your client’s basic needs—One product to solve multiple insurance and investment needs.

 

Business Succession Planning software
Business Succession Concepts

Address all areas of business succession planning—Business Valuation, Business Continuation and Key Person Planning.

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*Includes a Digital Consumer Fact Finder

Save time on data entry by sending clients a link to your personalized, highly-secure consumer fact finder.

See a Sample Fact Finder Site

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Your credit card won’t be charged for 14 days—cancel or modify your subscription at any time.

Ultimate Product Bundle

Monthly Subscription
$99.95/month
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Ultimate Product Bundle

Annual Subscription
$999.50/annual
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