time-saving & money moving: TOOLS.

CALCULATORS give you the ability to show your clients how you can help them manage their assets. Some of the calculators include Income Generation (GIG), Stretch IRA, NEWT Money Management Platform, and the Withdrawal Account Maximizer (WAM).

ATLAS is a 100% web-based customer relationship software that ties in Automatic marketing. It's plug and play, which makes it fast and easy to incorporate into your business!

RETIREMINT is to the Life Insurance industry what The Shield is to the Annuity industry. It contains presentations, proposals, full color graphs and even an interchangeable interface to cater to your client's hobbies and interests.

THE PORTAL is a wealth of power. The full Agent Portal give you calculators (like the famously powerful WAM and NEWT), EzContracting and Financial Statement Review (FSR).

THE SHIELD is the most powerful presentation software in the Annuity industry. Effortlessly guide your clients from concept to concept, showing them where you can help them meet their financial goals.