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Identify and replace underperforming assets

"If you can't measure it. you can't improve it." Peter Drucker

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Data Values

Generate a 360° View of Current Fees using our Advanced Tools on the web or using our mobile app

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Point, Click, Compare. Increase Client Income 20-40%.

Using a client's current results, project those results into the future and then launch a wide range of side-by-side comparison tools in seconds. Compare VA vs. FIA, FIA vs. FIA. The possibilities are unlimited.

Compare Product Types

Compare the impact on income and wealth between various options such as Variable, FIA and Income Riders using Internal Rate of Return as the benchmark.

Compare Income Riders

Compare different Income Rider payout results at different life expectancies. Become a true fiduciary and show the trade-offs between wealth and income.

Compare Withdrawals

Use our Maximum Withdrawal calculation tools to increase income as much as 40% without “wealth-draining” riders. Calculate SPIA options for added security.

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10 Steps to Becoming Unstoppable

1: Internal Actions Have Consequences In school, we all learn the basic laws of motion. If I push you (cause), you will move slightly backward (effect). The reality is that my pushing you is actually an effect from a prior cause which was me having an internal...
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Burn Down the Train

I have always appreciated the tenacity and focus of Andrew Carnegie. During the 1800s, he amassed a fortune that would be worth around $300 billion in today’s dollars. A tremendous amount of money, yes--to put this in perspective, that would make him wealthier than...
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On the Edge of Psychological Chaos

“Yes, the pain shot through me like a knife. It brought tears to my eyes. But now I have a gold medal and the pain is gone.” Shun Fujimoto On the bleeding edge of chaos is where successful people are able to do the things that unsuccessful people won't and...
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A “Moneyball” Method that Boosts Guaranteed Lifetime Income Benefits up to 100K

Michael Lewis, author of "Moneyball," pointed out at a recent industry conference that "experts make mistakes, and analyzing data can help prevent gut calls that become bad decisions.” The Oakland A's dissected statistics and analyzed data to identify undervalued...
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Double Variable to Fixed Annuity Conversions

With variable annuity net assets exceeding $2 trillion at the end of the fourth quarter, there is very good chance that by simply improving a single factor in your replacement methodology, you could easily generate several hundred thousand dollars of additional...
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SPIA Payouts Surge 2.08% While VA Income Riders Slide

As I have discussed over last two years, Income riders charges are up, payout factors down and most products produce less than a 1% IRR at client life expectancy.     Income riders are falling even harder than I expected.     According to LIMRA: “One of the factors...
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The Downside of Decumulation

"The question isn't at what age I want to retire, it's at what income." - GEORGE FOREMAN In this article, we will share an approach that will expose the weakest links to the most common choices when purchasing an annuity and provide you with the knowledge to increase...
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Investment Accounts “Rule of Three”

As a professional, you want to join the conversation your clients are already having in their mind. At some point in the future, there are only three possible options (or some combination of the three) for your clients regarding any income asset, once they have...
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