Life Goals
Basic needs analysis system that is easy to use and produces client understanding of their financial situation.
Impact's Retirement Road Map
Unique powerful retirement distribution planning software for advisors and their clients.
Financial Needs Analysis
FNA is a cash flow driven software package that is designed to support advisor and their clients. The detailed analyis capabilities of this tool cover life, long term care, college funding and retirement.
Ready-2-Retire
Consumer facing client engagement tool developed with LIMRA International. This is a must have application that is iPad ready. It helps the client visualize their retirement goals and learn about the risks that could prevent them from meeting those goals.
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