Our platform helps ensure the process leading to a client recommendation is properly documented to meet new DOL regulations. Its state-of-the-art integration of an income-planning calculator with a built-in needs analysis, client risk-tolerance profile and recommended proposals including asset allocation are saved in your vault. Our technology seamlessly integrates multiple annuity products to simplify the sales and documentation process. Save your proposals and client information in your client document vault, which includes a built-in CRM.
With multiple facets to our cloud-based platform, we offer IMOs, registered investment advisors, insurance carriers and insurance-only agents the integrated tools they need to grow and scale their businesses without additional overhead. This solution simplifies and ensures compliance with documented processes and recommendations.
Efficiently creates state-of-the-art insurance-only proposals