The Shield™ software is an easy way to take your point-of-sale presentations from generic to AMAZING!  Designed to accompany our successful workshops, your clients will appreciate being able to see highly personalized presentations that help solve their financial needs.

A long-time bestseller for our firm, this software program can help you close more appointments.  

This item provides for one user license for The Shield™, which you may install on a desktop or a laptop.   

For other questions, don’t hesitate to call our office — 800-390-9016.

Please note – there is a monthly update fee of $49.00 which you will be responsible for.  This helps keep your software up-to-date with rate changes and market info.