Financial Planning

IncomeMax

Available from DevSource Ltd.

Product Overview

IncomeMax

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 amounts, and persistency
•Be protected from costly E&O claims

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