January 1, 2019
All of our software is updated to reflect the changes necessary in performing income and estate tax calculations for 2019 and beyond.
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.
We updated our IUL import software to enable to capture of data from any IUL illustration (including PDF only illustrations).
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.
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.