Comparison Example (old (2021) NOA illustration vs. current (2024))

Thank you for your interest in downloading the actual illustrations I used for my newsletter.

Click here to download the 2021 illustration in PDF.

Click here to download the 2024 illustration in PDF.

When you are ready to work with an IMO you can trust, let us know. We are always looking to work with good advisors who want to put their clients first.

Roccy DeFrancesco, JD, CAPP, CMP
269-216-9978
roccy@wealthpreservationinstitute.net

If you are using Retirement Analyzer, E-Money, MoneyGuide Pro, etc., it’s time you checked out the OnPointe Retirement Planning software.

OnPointe Retirement Planner is extremely easy to use and has the best visuals and charts in the industry.

We call it the “5-Minute Retirement Plan.”

It’s also the only software that allows you to use FIAs, FIAs with income riders, and IULs in full-blown retirement planner scenarios.

Click here to download a 14 page summary showing all the cool chart/graphs you can create in the software.

Or if you’d like to setup a LIVE DEMO, contact…

Lauren DeFrancesco, M.S.
Sales and Business Development
OnPointe Software
lauren@onpointesoftware.com
269-325-1998