IncomeMax - Financial Planning Software for your middle market clients

IncomeMax enables agents and advisors to quickly evaluate their clients financial situation, areas of need, and position product solutions.

Create cases in 20 minutes or less
Build greater client confidence in proposed solutions
Increase sales close rates
Increase premium and contract amounts, and persistency
Be protected from costly E&O claims

"After looking at many choices, IncomeMax wins hands down. We looked at several other planning packages. We used IncomeMax with two clients yesterday and it worked like a charm."
Mary Beth

Financial Advisors [more...]

Save time building cases for your mid-market clients

Develop wealth building and retirement solutions

Compare alternate scenarios side-by-side

Optional Asset Allocation add-on

Example Reports

View Online Demo

Download Free Trial

“We have been impressed with the IncomeMax product, it offers an easy-to-use interface that will improve our agent productivity and increase client confidence in our recommendations.” Ellsworth Stout, FICF VP Gleaner Life.

Insurance Professionals [more...]

Intuitive, easy-to-use, client friendly interface

Position your insurance and annuity solutions

Graphical results and professional reports

Quickly illustrate and compare what-if scenarios

Enhance your liability protection.