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Client Software - Preview
 Click the icon for the "Client Software" Preview video!
The ©Who’s Helping YOU? (WHY?) Planning Software
uses the Client’s numbers in a Side-by-Side--Before/After format.
It compares the client’s
CURRENT Plan – what they are doing today
to the
FAMILY Plan – the plan we have for their family if
they follow our recommendations.
The user inputs
the client’s information, such as, Mortgage information,
Tax-Free investments (Roth IRA), Taxable investments, Tax Deferred investments.
The software then ACCUMULATES the clients assets to the desired retirement
age ( the software allows to use different retirement ages)
The software then COMPARES :
.....the Current Plan (what they are doing today)
.....to the Family Plan that includes the changes made
Implementing this planning strategy
.....Using life insurance to provide tax free income at
retirement
And the impact that has on everything else:
- Taxation of Social Security benefits during retirement
- Clients 401(k) and other retirement plans
- Income Taxes
- Distributions to their children
- Accumulated Assets
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With many of our clients, the difference at life expectancy is over $1,000,000
The client example used in our video is a “real” client – For them, it was the
$1,000,000 Difference
Click the icon for the "Client Software" Preview video!
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