tools: CALCULATORS.

ONLINE CALCULATORS allow you to do everything from portray a Stretch IRA Analysis, income guaranteed for life, and asset income making... all available online so you can access them everywhere. Here are the powerful calculators we can provide to you!

Go to WAM calculator

Demonstrate the power and flexibility of free withdrawal to provide income while still receiving guaranteed growth.

Fully customizable
Client–friendly & easy to understand
Increases client interaction!

Go to IRA calculator

Show your clients how to pass IRAs to their heirs in the most tax efficient way. This analysis will help articulate the power of tax-free growth through three generations.

Go to AIM calculator

Use the bucket system to create income without spending down assets and combine different strategies/products in each bucket.

Go to FIA calculator

This gives you the power to compare multiple strategies and illustrates selected strategies of all indexes using graphs and pie charts.

Go to NEWT calculator

Most people are not aware of the internal costs of Mutual Funds! NEWT highlights the 3 main fees and demonstrates how inefficient Mutual Funds can be.

IT'S THE RIA POWER TOOL!

Go to GIG calculator

Here is the power to take an idle asset and create a TAX FREE income for your client's heirs while giving them an income stream they can't outlive!

Go to SSA calculator

Move money from non-tax favored status (the left column) to tax favored status (the right column) and decrease or even eliminate unnecessary taxes.