Planner Portal
Planner Portal offers detailed needs analysis, powerful sales presentations, concept-oriented calculators, a growing library of financial articles, and much more. It's everything you need to create compelling sales presentations for virtually any opportunity.
Planner Portal gives the agent the ability to analyze diverse, complex financial concepts and clearly communicate alternatives and solutions. It provides hundreds of sales pages, covering a myriad of financial topics including:
- college planning
- credit & debt
- home & mortgage
- income taxation
- insurance
- paycheck & benefits
- qualified plans
- retirement planning
- saving goals & returns
- budgeting & cash flow
Planner Portal is currently in development. It is due to be released April 1, 2013.