Integrated tools, charts and graphs transform complex financial concepts into easy to understand visuals, giving clients a “big picture” view of their retirement plan. Immediately engage clients, who become eager and active participants in the planning process.
Quickly assess a client’s most critical income risks using powerful real-time tools and “what if” scenarios. Explore solutions by test driving pre-modeled products inside the client’s portfolio. Together, you arrive at decisions in just minutes.
Expedite the business submission process with powerful data integration and a fully automated application system. Built-in smart logic reduces application errors, speeds compliance review and eliminates frustrating paperwork reroutes. Say goodbye to NIGOs.
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