tidefanj
New Member
Can anyone recommend a good FNA software program that can be personalized for the client> I'm aware of a few free calculators online, but I would like a program that I can customize for my individual clients.
hello, I am not sure if the following does apply to your needs, but it may be interesting for you to consider analyzing an insurance software system that people name it analytics software or business intelligence as well.
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Do any of your carriers offer winflex?
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Are you appointed with American General...They will provide you with Journey for free.
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Check out Torrid-Tech's Retirement Savings Planner.
Retirement Savings and Financial Planning Software from Torrid Technologies :: Powerful Interactive Financial Solutions ::
Retirement Savings and Financial Planning Software from Torrid Technologies :: Powerful Interactive Financial Solutions ::
There is a product out there called the Retirement Analyzer. It was the #1 needs analysis software on the market in 2008 I believe. It helps with point-of-sale cross-selling of Life, Annuity, and LTC products by showing how each would benefit the client. I actually have a deal with the company to offer it to my agents for free for the first 2mnths to allow them the training to master the program. Shoot me an email if you want an I can fill you in further. I have a presentation video about it on my website. Otherwise, you can go straight to the company but it's a $3k piece of software.
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The motherload of what your looking for. The top 30 or so are listed here:
Financial Planning Software Vendors
I personally use Advisys's "EchoWealth" program....formerly known as Kettley Backroom Technician
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When I was panning for gold in the hills of California we were looking for the motherlode!
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