IncomeMax enables advisors and agents 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

Please watch the videos below to learn more. And be sure to check out the Support page for more videos on specific topics.

Like to see a few sample reports? Click the links below.

Financial Advisors

Advisors, like to learn more. View a Retirement Analysis overview.

Note: use the "Change Quality" icon (looks like a gear) to increase the video quality and then view "Full Screen"
 

Save time developing cases for your mid-market clients. Create a detailed plan in 20 minutes.
Quickly capture a clients needs and financial resources. Develop life, disability and LTC Insurance recommendations. Produce detailed college and retirement solutions in less time. Illustrate retirement solutions for clients in their wealth building years or current retirees. 

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 advisors.

Support pre and post retirement clients: Develop solutions for clients saving for retirement and college, preparing for retirement, or managing their cash flow during retirement. Identify where clients are with respect to there goals and what they need to do to get there. Intuitive graphical results are supported by detailed cash flows.

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 as well as to explain.

Black Swan Years: Easily add a negative rate of return to all assets for a given year.

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

Asset Allocation: IncomeMax's optional asset allocation add-on allows advisors to quickly capture and classify clients assets and develop allocation recommendations based on client risk profiles.

Account Consolidation: IncomeMax's optional account consolidation add-on allows advisors to easily see your client's overview of investment, bank and credit card accounts. Advisors can also allow their clients to view this consolidated account overview.

Lead Generation (coming soon): IncomeMax's optional lead generation add-on will drive potential clients right to your website.

Insurance Professionals

Agents, like to learn more. View a Survivor Needs overview.

Note: use the "Change Quality" icon (looks like a gear) to increase the video quality and then view "Full Screen"
 

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.

 

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