If you like The Shield™, then you’ll love the flexibility of the CONTROL Calculators! Giving you colorful, easy to understand material to supplement carrier illustrations, these calculators will help your clients easily understand a variety of strategies.
These seven calculators were hand-selected as the ones MOST helpful to closing business with clients.
The Presidential Suite includes:
- The WAM (Withdrawal Account Maximizer)
- Income Forecaster
- ProForma (One-page summary of your financial plan)
- Strategy Analyzer (Easily backcast any index in the industry)
- Percy (Gives you the weighted annual return of client’s current portfolio)
- NEWT (Analysis of cost of Mutual Funds)
- RAFT (Compare risks and fees between two plans)
If you’d like a personalized tour of our software, we’d be glad to schedule one for you. Call us at 800-390-9016.
This package will give you access to the Presidential Suite of CONTROL Calculators for 3 months.