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Identify and replace underperforming assets"If you can't measure it. you can't improve it." Peter Drucker
Show your prospects their current investment results in seconds
Generate a 360° View of Current Fees using our Advanced Tools on the web or using our mobile app
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.
Use our Maximum Withdrawal calculation tools to increase income as much as 40% without “wealth-draining” riders. Calculate SPIA options for added security.