Analysis
Life Capital Income Analysis
Tax-efficient retirement framework
- Monte Carlo simulations
- Policy allocation analysis
- Income sustainability modeling
Estate Tax Analysis
Federal estate tax projections
- Multi-year projections
- Insurance planning
- Exemption tracking
Illustration Center
PDF analysis & term quotes
- Parse carrier PDFs
- Compare term quotes
- Generate reports
Life Planning Tool
Insurance planning suite
- Life insurance calc
- Disability analysis
- Long-term care
Policy Review Tool
Comprehensive policy analysis
- Performance evaluation
- Risk assessment
- Recommendations
Carrier & Product Intelligence
Comprehensive carrier & product data
- IUL/VUL/WL product library
- Historical dividend rates
- Carrier financial ratings
Planning
Strategic Planning Center
Comprehensive planning hub
- Client analysis
- Strategy builder
- Action tracking
Premium Finance Center
Comprehensive PF guidance
- Program structures & risks
- Exit strategies
- Suitability assessment
Split Dollar System Builder
Design & analyze arrangements
- Economic benefit
- Loan regime modeling
- Compliance tracking
Financial Planning Pro
Advanced planning calculators
- Premium financing
- Human life value
- Business succession
Holistic Advisory Guide
Values-based framework
- Client discovery
- Product knowledge
- Implementation workflows
Survivorship Planner
Post-loss guidance
- Immediate action checklists
- Financial matters tracking
- Legal & estate guidance
Presentation & Design
Personalized Presentations
Custom client reports
- Multiple templates
- Data integration
- Export to Word/PDF
Planning Chart Builder
Professional diagrams
- Estate flow charts
- Trust diagrams
- Export options
Forms & Resources
Informal Application
Insurance application
- Client intake
- Health questions
- Coverage needs
IRC 101(j) Notice & Consent
EOLI consent form
- Employee notification
- Consent documentation
- Compliance tracking
HIPAA Authorization PDF
Medical info release
- Authorization form
- Disclosure consent
- Print ready
Help Center
Documentation & guides
- How-to guides
- Tool documentation
- FAQ & tips
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