Enhance your client relationships, create engaging presentations, and drive sustained growth with our Sales Support Tools. Whether you need to help clients visualize their retirement solutions more clearly or search products after hours, our Sales Support Tools offer a variety of ways to streamline and strengthen your sales process.
Retirement Analyzer Pro
Retirement Analyzer Pro can:
• Identify retirement gaps
• Keep you compliant with fiduciary standards
An $800 value, Retirement Analyzer Pro is available at no cost to financial professionals who are contracted with one of our agency partners.
Structured Income Planning Software (SIPS)
Enhance your client presentations—and client relationships—with this robust visual tool. Help clients better understand and see the power of your retirement planning solutions by showing how products can help optimize their retirement plans.
Annuity sales isn’t a nine-to-five job. For the times when you need to check product options on nights and weekends, there’s AnnuitySpecs. Search for and compare products when it’s most convenient for you. AnnuitySpecs can support your agency’s daily business with:
- Product specifications in clear terms for quick assessment
- Side-by-side product comparisons for competitive analysis
- Advanced search tools with the ability to save your searches for quick access
- Real-time product rate comparisons