"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.
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.
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