Insurance Professionals

IncomeMax enables Insurance producers to quickly capture a clients needs and financial resources. Position Life insurance, Disability, Long Term Care and Annuity solutions. Accelerate your clients decision making process.

Easy to Use: The IncomeMax user interface is very graphical and flows logically from the collection of client information through presentation of results. Use IncomeMax in front of your client or as a presentation tool for your seminars. IncomeMax provides a great sales track for new agents.

Position Insurance and Annuity Solutions: Quickly identify a clients life, disability or LTC insurance needs based on their objectives and current financial situation. Demonstrate the power of annuities in your client's retirement plan. Compare alternate scenarios side-by-side.

Concise Graphical Reports: Present your clients resources, objectives and your recommendations in a concise and graphical manner with reports that are easy to read and interpret.

Liability Protection: A built in review module records client interactions, recommendations, meeting notes, client coverage rejections, etc. Auto-generated hold-harmless agreement that protects you from future E&O claims.

Additional Tools: Utilize additional tools to further illustrate your recommendations. Tools include: product comparisons, Buy term and Invest the rest, Policy comparisons and PV/FV calculators.