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Efficient Workflow. Save hours
by entering data
only once. This is passed to presentations,
product disclosures, and annuity application
forms
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Find the Money. Discover the
financial problems your clients want to solve by
asking the
"Suitability Information" at the beginning
of the sale
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Customize it. Add additional
features such as
presentations,
concept illustrations, product disclosures,
and
smart forms
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Protect yourself. Securely
archive confidential client interview forms,
sales materials, and audio recordings |
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Submit Annuity applications to
carriers in seconds
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Compatible. Requires Windows XP,
Vista, or 7 connected to the internet
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