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All the tools you need to:
Analyze and compare various investments, loans, and financial strategies
Show the impact of taxes, fees, and other costs in detail
Explain and illustrate Prosperity Economics strategies (measuring opportunity costs, understanding the inefficiencies of qualified plans, utilizing whole life insurance for purchases, retirement, and more…)
Empower clients to truly understand their financial choices
Differentiate yourself from the competition with cutting-edge technology
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"I'm new in the industry so the calculators have been completely priceless to helping me verify for people what the long-term outcomes are for their financial future, depending on where they store their money.
The first deal I closed was from a man that I had been speaking with for over 3 months who was debating between a policy, and putting the money in his 401k. I was able to verify using the Qualified Plan Calculator that he would get slaughtered in taxes putting the money in his 401k due to his other pensions and his S.S. income.
I made all of my money back, and then some, for the TC software AND the training on that one case alone. I'm closing about 80% of clients since going to the training in St. Louis."