top of page
At the Office

 

Building tax-efficient plans in minutes

Collect. Compute. 

Compare. Connect.

Discover our user-friendly online solution, designed to make retirement planning effortless. With just a few clicks on your website or through an email link, you can collect the necessary details for crafting personalized retirement plan illustrations. We simplify complex plans for easy comprehension and help minimize objections, ensuring a faster and smoother closing process. You have the flexibility to either create your designs or collaborate with our expert partners. Start acquiring new clients with confidence and tailor our designs to perfectly match your needs, clearly presenting plan costs, tax savings, and long-term benefits.

A Complete Toolkit

 

The platform is built to provide a spectrum of qualified retirement plan proposal options, with presentations designed with the client in-mind. Easy capture of case and census data, followed by rapid calculation of preset and manual plan configurations, lead to fast turnaround for prospective plan sponsors and their advisors.

Keep it simple

Employing a streamlined approach to creating the plan and providing the best illustrations year after year is key to acquiring and retaining clients.  Using our web-based technology will simplify your processes and our design partners to build the design so you can focus on selling more plans and increasing profitability.

Advantages and Features

  • Consultant Landing Pages: Gather plan information efficiently.
  • Simple Census Data: Download and upload using Excel templates.
  • Proposal Questionnaire: Collect entity details, contact info, and more.
  • Instant Alerts: Receive email notifications when a proposal is requested.
  • Streamlined Sales Pitch Integration: Automate contact records and proposal tracking.
  • Multiple Plan Designs: Choose from 401(k), profit sharing, cash balance, and more.
  • Efficient Proposal Generation: Create three illustrations in a single selection.
     

  • Targeted Employee Allocation: Optimize for key personnel.

  • Data Collection Integration: Seamlessly collect data from various sources.

  • Cost-Benefit Comparison: Easily compare costs and benefits side by side.

  • Customized Reports: Tailor reports with logos, headers, and footers.

  • Enhanced Readability: Simplify complex data for faster closings.

  • Plan Design Summaries: Compose summaries effortlessly.

  • Expert Design Partners: Get help with complex, sponsor-specific designs.

bottom of page