The Industry’s best “point-of-sale” tool!
Many of the advisors who work with our “advisor owned” IMO use OnPointe Risk Analyzer as their #1 tool to onboard new clients to pick up AUM and sell more FIAs and IULs. Now with the new OnPointe Retirement Planning Software, advisors may even have a more powerful tool to use. To see the power of adding an FIA with an income rider to extend income and help clients not run out of money in retirement, see the following video.
Click here if you would like to sign up for a free trial to check this software out for yourself.