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It’s like having a virtual assistant at your fingertips. Never handwrite an application again! This SMART application will have your annuity applications ready at your fingertips. No more searching for the right forms. Your credibility will be enhanced with professionally filled out applications that show your clients that you are a cut above your competitors. All information will be stored and easily accessible for future use and compliance purposes. |
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This is one of the most powerful tools available for financial / insurance representatives who wish to work with qualified assets. This analysis will help articulate the power of tax deferral through three generations. Many clients want their qualified monies to stay in tax deferral as long as possible. Now you can show them how this will work for them. They will want you as their advisor as you will be one of the very few advisors who can illustrate this power. |
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The FIA module will allow you to analyze each of the FIAs on the market and help you match the right annuity with the right client. This unique tool portrays virtually all carriers for maximum performance. It will also project the income streams that each program has available. You will be able to project future income values based on today’s FIA parameters and past market performances. No fictitious interest rates – just hard facts. |
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AIM was developed as the “spending portal.” Many clients want to know where their income will come from and how long it will last. You will be able to clearly illustrate how much income they can receive while keeping their assets hard at work for them. This module will work with SPIAs, fixed annuities, FIAs, managed accounts, VAs and MFs. All financial products can be illustrated in this module. You enter the starting dollar amounts and interest rates – the program does the rest. |
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Many people want to know if they can save money on the taxation on their social security. You don’t have to be an accountant to plug in the numbers. Simply pull the respective numbers off their 1040 and the program will tell you how much is being subject to taxation. You will be able to illustrate savings on the taxation of Social Security by putting some “interest bearing accounts” in tax deferred accounts. |
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Do you ever want to give your clients a Guaranteed* Income that they cannot outlive? That is what you can show with this powerful analysis tool. Combine the power of a SPIA and a life insurance policy, and then show your clients how they can receive a good income stream while leaving the original principle to their intended beneficiaries – on a tax favored basis. This awesome tool will help bring even the most sophisticated clients to you. *Income is derived from the SPIA and is guaranteed according to the financial strength of the issuing company. |
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