"When people can't see a path, they stop dreaming of the destination."
- Adam Grant, Hidden Potential
WealthLogix™ gives you the most advanced, powerful life insurance and annuity retirement presentation tools in the industry.
We don't just give you data and graphs. We enhance the natural conversation with your client. Go beyond the illustration.
Create a journey.
Talk is cheap.
Prove it.
Veteran or novice with industry software, you will find WealthLogix's interface natural and easy to navigate.
No start-up fees. No software to buy. No operating system limitations.
Our graphs and charts come to life during a client presentation, easily allowing you to modify parameters and assumptions on the fly. No more static data. No more dense PDFs.
WealthLogix is designed to allow you present how you want to present. Easily turn on and off different metrics while focusing on the important ones.
Veteran or novice with industry software, you will find WealthLogix's interface natural and easy to navigate.
No start-up fees. No software to buy. No operating system limitations.
Our graphs and charts come to life during a client presentation, easily allowing you to modify parameters and assumptions on the fly. No more static data. No more dense PDFs.
WealthLogix is designed to allow you present how you want to present. Easily turn on and off different metrics while focusing on the important ones.
Show viability of an IUL by comparing to up to 3 different "comparative vehicles" (CVs). Show accumulation, distributions, legacy, fees, and even equalize rates of return and distributions.
Using a proxy asset, stress test the mechanics of an IUL through dozens to hundreds of historical rolling time periods. Reveal hidden potential while identifying possible weaknesses.
Demonstrate the power of annual reset, guaranteed floors, and performance multipliers. Create a mix of different index strategies with varying cap and par rates, even across 1, 2, or 3 year strategies.
Quickly show a client the potential tax impact of qualified/pre-tax retirement plans over their retirement, including potential collateral damaged caused on Social Security. Compare that to a conversion strategy at a fraction of the tax-cost.
Show viability of an IUL by comparing to up to 3 different "comparative vehicles" (CVs). Show accumulation, distributions, legacy, fees, and even equalize rates of return and distributions.
Using a proxy asset, stress test the mechanics of an IUL through dozens to hundreds of historical rolling time periods. Reveal hidden potential while identifying possible weaknesses.
Demonstrate the power of annual reset, guaranteed floors, and performance multipliers. Create a mix of different index strategies with varying cap and par rates, even across 1, 2, or 3 year strategies.
Quickly show a client the potential tax impact of qualified/pre-tax retirement plans over their retirement, including potential collateral damaged caused on Social Security. Compare that to a conversion strategy at a fraction of the tax-cost.
Demonstrate the potential devastation of sequence of return (SOR) risk in retirement and the elegant solution of a buffer strategy. Also showcase the power of guaranteed lifetime income and "success probabilities".
Coming Soon! Roth Conversions are a powerful planning tool. Show an alternative by converting to an IUL with the power of potential positive arbitrage to help pay the conversion taxes.
Coming soon! Compare up to 3 illustrations (including inforce vs new). Identify differences in accumulation, distributions, fees, potential outcomes, historical simulations, and more.
Brand your presentation. Choose between 4 beautiful themes. Choose the metrics you want to share. Voilà! You can create a presentation in 5 minutes. Even share a web-version with your client through a secure link or PDF.
This software has been an immediate game-changer for my business! I’ve been using it almost daily for a little over a month now, and I’m genuinely impressed. It’s incredibly user-friendly and easy to see and understand the data provided, not just for me as the producer, but for my clients too. It adapts seamlessly to any scenario I throw at it, from basic to advanced cases. I’ve already gained new clients I might not have otherwise reached.
On top of that, the team behind the software is absolutely amazing. They’ve gone out of their way every time I’ve needed support or had a question. It’s rare to find that kind of personal attention these days.
It’s also rare to find software that actually helps you communicate better, build trust, and close more business, but this one does all three. Highly recommended.
- Brian W (Reno, NV)
WealthLogix has become one of the most comprehensive and intuitive platforms I’ve used for analyzing financial strategies. The Comparative Analysis tool makes it easy to line up multiple strategies or vehicles side-by-side—perfect for showing clients real, measurable differences in performance, costs, and outcomes.
The Historical Simulation feature is a game-changer for stress testing; it runs dozens of rolling time periods to show how a strategy would have held up through past market cycles. I also love the Index Strategy Analyzer, which visually demonstrates how participation rates, caps, and multipliers can impact growth or protection.
The Tax Scorecard adds another dimension by revealing how taxes and Social Security interplay with each scenario, and the Retirement Buffer tool clearly shows the dangers of sequence-of-returns risk and how protected income can smooth out volatility.
Each module connects seamlessly, giving a complete picture of how different plans might perform under both good and bad conditions. It’s powerful for client education and decision-making, and the visuals are clean, interactive, and professional.
Highly recommend for any advisor who wants to elevate their planning process and move beyond static illustrations, WealthLogix turns complex comparisons into clear, data-driven conversations.
- Jesse A. (Reno, NV)
Just a quick note to tell you how impressed I am with the WealthLogix software. I began using the Retirement Buffer portion to show clients the strength of using a Fixed Index Annuity as a buffer account to a market-based account. It's one thing to discuss this with a potential client but it's a completely different thing to SHOW them the benefit of using this strategy.
The software is so user friendly and clearly details for the client the benefits of this approach. Additionally, it's nice to be able to adjust the portions of market-based to buffer account right in front of the client. It really gets the client involved in the process.
The probability of success graph at the bottom is a game-changer. I know there are many other applications with this software and I look forward to exploring the benefits. I can confidently say that the software has helped me close several cases! I HIGHLY recommend using this software. It's not an expense but rather an investment on future business.
- Scott S (Newport News, VA
WealthLogix made it effortless to communicate the value of an IUL or FIA to clients. The visual clarity and impact go beyond what I could ever convey on my own. It has become part of my daily routine and I depend on it.
Jose O (Scottsdale, AZ)
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