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| Frequently Asked Questions |
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Who is Cygnus Software? |
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A: |
Cygnus Software, Inc. provides
financial planning sales solutions for insurance professionals. Based
in Colorado Springs, Colorado, Cygnus Software has a skilled team
working together to create products that solve clients real world
financial problems and enhance professionals ability to close sales. |
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Who are Cygnus’s target customers? |
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Insurance professionals and financial
advisors selling life, disability, LTC insurance, annuities and other
financial products to middle market clients. |
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What is the primary problem facing
agents and planners? |
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Today's professionals are limited
in their ability to quickly capture a client's financial situation,
illustrate problems and then graphically illustrate proposed solutions.
Professionals have two options: 1) work from traditional spreadsheets
and struggle to quickly convey problems and solutions, or 2) work
with complex applications that are targeted at high net worth clients
with complex financial strategies. Neither option is ideal for the
average mid-market client or the professional working with them. |
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Q: |
What is IncomeMax? |
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A: |
IncomeMax is a powerful needs
analysis and retirement planning sales tool that simplifies the sale
of financial and insurance products for professionals. Producers now
have a simple and efficient way of: analyzing their clients’ financial
situation, graphically and quantitatively illustrating the strengths
and weaknesses of their client’s financial strategy, and positioning
product solutions that will assist client’s in meeting their objectives. |
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How does IncomeMax solve Insurance
Professional's problems? |
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In an environment where 80% of
your clients just want to know, “Am I going to make it?” or “how can
I afford it”, IncomeMax allows professionals to quickly build real-life
financial scenarios that illustrate financial challenges or shortfalls
and highlight solutions.
IncomeMax’s intuitive user interface enables professionals to quickly
capture the detail of a client’s current financial and insurance portfolio.
With powerful what-if modeling and scenario comparisons capabilities,
IncomeMax lets producers quickly position product solutions. IncomeMax’s
detailed graphs and personalized reports build the client confidence
required to make a sale. |
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Q: |
What is the pricing for IncomeMax? |
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A: |
Standard pricing for IncomeMax
is $499 for a one (1) user license. An optional Asset Allocation add-on
is $89. Multi-user pricing is also available. |
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Q: |
Is this an annual fee? |
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Yes, there is an annual renewal fee of $129.00.
This allows users access to product updates and annual changes in
social security rates, college costs, etc. |
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Q: |
What options does Cygnus provide
for service, and support? |
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A: |
Cygnus Software provides free
e-mail and toll-free phone support for licensed users. |