January 1, 2021

All of our software is updated to reflect the changes necessary in performing the new RMD and Inherited RMD calculations, income and estate tax calculations for 2021 and beyond, including the inclusion of the new LX tables effective 1/1/2022.

We have migrated our intellectual property to Fin CW LLC, an entity with exceptional high-end planning abilities. This is enabling the development of the most advanced cloud software. It allows planners to reflect and model anticipated changes to the estate tax calculations including the flexibility to deal with estate tax brackets and their base levels, new levels for Unified Credits, non-stepped up basis issues, as well as optimized analyses seeking to balance your clients portfolio of IRAs, Roth IRAs, Non-Qualified Assets, Insurance Products, as well as charitable instruments (CRUTs / Flip CRUTs, CLTs and other….). 

More to Come…

2020

Our software has been updated to reflect the impact of the Secure and Cares Act.

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.

2014-2021

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.