DevSource Ltd's needs analysis and retirement planning sales tool is for insurance and financial service professionals seeking to identify needs, highlight risks and position product solutions for middle market clients. Our IncomeMax sales software allows professionals to quickly address client's college, survivor, retirement, long term care and disability needs. IncomeMax's easy to use graphical interface and dynamic sales presentations will build client confidence and accelerate decision making. Whether addressing a single area of need or a complete financial plan, IncomeMax will reduce time spent and increase sales production.
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IncomeMax enables agents and advisors to quickly evaluate their clients financial situation, areas of need, and position product solutions. •Create cases in 20 minutes or less •Build greater client confidence in proposed solutions •Increase sales close rates •Increase premium and contract... Read more