Social Security Pro helps the clients see the risks of living “too long”—Qualified Plan Concepts shows how to provide life insurance needed for that risk
Qualified Plan Concepts is a conceptual, stand-alone program that also works with any of Zuryc’s PlanFacts web-based products. It provides answers to your clients’ questions—especially baby boomers approaching retirement decisions.
Even when clients have complex financial needs, they must see a “conceptual plan” before they are willing to begin detailed analysis—conceptual presentations “bridge” this gap!
One company, when using the two programs together, increased the number of client presentations of “Using Distributions for New Life insurance” over 10 times!