Coming soon: CMS-required call recording capabilities will be integrated in Lead Advantage Pro. We have you covered this AEP. Learn More
The only planning software to stress-test multiple scenarios — everything from extended-care events to market downturns — and quickly and easily show the impact on a client’s plan.
View a summary of your client’s current financial state, concisely displayed so you can begin designing the retirement plan.Watch a Demo
See how life events and market events impact a client’s retirement plan so you can identify gaps and propose solutions.Watch a Demo
Apply your proposed solutions to see if they solve deficiencies, click through each stress test to instantly see if they’re effective, and modify your solutions to continuously improve the plan.Watch a Demo
Present your client an easy-to-understand document showing the base case information and your meaningful, actionable recommendations.Watch a Demo
Store financial plans for annual client reviews and documentation of your recommendations to meet the needs of today’s discerning consumer and the new regulatory environment.Watch a Demo
As the abundance of information and advances in technology empower consumers to confidently manage their own financial investments, returns-focused financial professionals must shift to a more relationship-focused practice — one that surprises and educates clients repeatedly throughout important life events. Get the white paper that explains how refining your process will generate ideal clients who understand your value and fuel your business.Download Your Copy