January 1, 2018

All of our software is updated to reflect the changes of the December 2017 Tax Bill which impacts both income and estate taxes.

2017

Our software is updated to reflect the impact of +/- 10% changes in a given illustrations assumptions. You can demonstrate how significant an analysis assumptions are and suggest yearly visits to refine a client’s plan.

2016

We updated our IUL import software to enable to capture of data from any IUL illustration (including PDF only illustrations).

2015

We released a full set of software comparing the alternative of various retirement investment class to the use of IULs as a source of tax free loans to provide retirement living needs.

2014-2018

We continue to expand the functionality of our cloud software to support the full range of browsers and mobile devices that are used with our software.