Show your clients exactly how Whole Life, IUL, annuities, and traditional savings stack up over time. Transparent, data-driven comparisons that build trust and close cases.
Model Whole Life and IUL policies against Money Market, CDs, and Cash. Add policy loans with customizable recapture schedules and watch how each vehicle performs year over year.
Compare MYGA, FIA, Variable, Fixed, and SPIA annuities against each other and traditional alternatives. Model guaranteed income, participation rates, and market-linked returns.
Complete tables showing account values, earnings, taxes, loan balances, and net results for every year. Nothing is hidden.
Organize clients with their policies, annuities, and comparison history. Pick up any conversation right where you left off.
Build a library of product templates with your own assumptions. Drag any product into a comparison in seconds.
Save comparisons, print client-ready reports, and revisit any scenario later. Everything is stored securely in your account.
Money Market and CD rates update automatically. Your comparisons always reflect current market conditions.
Mac or PC, desktop or laptop. Runs in your browser — no software to install, no setup fees, no IT department required.
Select from Whole Life, IUL, annuities, Money Market, CDs, or Cash. Add as many as you want to compare.
Enter contribution amounts, growth rates, tax rates, and loan scenarios. Each vehicle has its own assumptions.
Instantly see year-by-year projections, charts, and summary metrics. Adjust any input and results update in real time.
Save the comparison, print a clean report, or walk through the results together on screen. Data speaks for itself.
Every team member gets full Complete access.
Join the agents who are using transparent, side-by-side comparisons to build trust and grow their practice.