Resources
Below is a list of resources that you can use to help you build your business. We have personally used all of them and recommend them to you.
Go Figure Now
www.gofigurenow.com
This website allows you to back test all the different indexed annuity interest crediting methods for any time period in the last 4 years. You can even compare the returns versus the stock market and CD rates. The website offers free sample reports and we have negotiated a discount price for our agents, call us for details
Compass Financial
www.compassfinancialtools.com
Compass financial has great software if you use the “bucket” approach in retirement income planning. The website offers free video demonstrations of the software
Money Tree Financial Planning Software
www.moneytree.com
We recommend the Money Tree Silver Financial Planning Software to prepare a retirement analysis for your clients and prospects. It is easy to use and prints out attractive, easy to understand reports. You can download the software and run a number of sample analysis at no cost
ACT! Database Program
www.act.com
ACT! Is a powerful and easy to use database program that we have used in our personal practice for over 15 years. If you don’t have a database now, you need one to build a real business.
Market Connections Financial Newsletter
www.marketconnections.com
A bi-monthly newsletter is a great way to keep your name and face in front of clients and prospects while providing them useful education on various financial issues. This company provides financial newsletters that target various markets, including baby boomers, senior citizens and business owners. Everything is turn key! They will print and mail them out for you!
Dinky Town Financial Calculators
Try all 300 financial calculators from KJE Computer Solutions, LLC! Each includes dynamic graphs, customizable page layouts, colors and reports. Plus, you can put them on your website!
*For Agent Use Only
