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| Recent Reviews | |||
| IncomeMax v3.2 Review John states, "IncomeMax is simple to use, and it produces
output (both onscreen and printed) that is simple for clients to
understand. What’s really remarkable about this software program
is that it’s also very powerful and surprisingly affordable." |
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In his recent review of IncomeMax in the August 2005 edition of Investment Advisor, Andrew Gluck states, "For advisors who have never used planning software before or who are looking for a simple tool to create illustrations and quickly show clients planning concepts, IncomeMax is a good choice." Gluck goes on to say, “Since plans take time and expertise to create and you can’t get people to pay for them, advisors have been giving advice without them. But that’s changing. Plans are now much easier to create thanks to a few new software products and over the next couple of years, a number of “instant plan” software packages are likely to be rolled out by broker/dealers and embraced by reps because they’re not just simple but also help sell products. We are seeing a new generation of planning tools begin to take hold that boasts of allowing you to create plans in 20 minutes.” "IncomeMax is definitely a contender," Gluck concludes. |
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IncomeMax™- A tool for
Total Needs Selling IncomeMax is one of the slickest software programs for insurance and financial planning pros out there. What it does – and very well – is illustrate “total financial needs” – specifically, a client’s needs for life, disability, and long term care insurance and retirement income funding.IncomeMax™ is a goal-driven program that capitalizes the Life and Long Term Care insurance needs and retirement funding required and illustrates the year-by-year need for Disability Income coverage. Unlike many similar tools, it’s genuinely easy to use. In fact, it was designed to be used in front of the prospect. [Read the full review...] |
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