We're a great team of highly qualified Financial experts, Professionals, Technologists and Researchers who have done extensive industry research and have been studying how to build Innovative platform/solution that makes today’s complex annuities management simpler, efficient and more personalized
Income Wizard
What is it about?
We're a great team of highly qualified Financial experts, Professionals, Technologists and Researchers who have done extensive industry research and have been studying how to build Innovative platform/solution that makes today’s complex annuities management simpler, efficient and more personalized. The Innovative WealthBookTM platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.
App Screenshots
App Store Description
We're a great team of highly qualified Financial experts, Professionals, Technologists and Researchers who have done extensive industry research and have been studying how to build Innovative platform/solution that makes today’s complex annuities management simpler, efficient and more personalized. The Innovative WealthBookTM platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.
IncomeWizard ProTM - a first-ever sales tool for insurance companies that enables ‘One Meeting Sales’. As Income Wizard Pro caters to IMOs and BGAs that want to bring their sales game to a whole new level.
Benefits:
• Helps close sales faster — “One meeting sale!"
• Reduces risks — “Compares wide range of products”
• Eliminates phone tag, frees up MR’s time — “More time to sell”
What Does It Do:
Provides agents with the optimal annuity(s) policies and quotes for a specific client situation within minutes, while letting their MR monitor and track all agent quotes from start to finish.
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