Products & Services

Virtual Sales Assistant
  Virtually everything you need to operate your practice except products. Also contains the entire LUTC library.
CDA/Wiesenberger Hysales
  With HySales, you can create NASD-compliant reports that keep your clients informed of their investment plan performance and lead to additional sales.
Cheshire Software 
  High-quality, easy-to-use financial planning software for the investment professional.
Dynamic Insurance System  
  Developed to help explain the complex inner workings of life insurance policies to their clients. Clients can instantaneously see what happens to cash values and death benefits through the life of the policy based upon different sets of assumptions.
Financial Planning Consultants
  Use the Tracking and Marketing Module of FPC's Text Library System to turn prospects into customers into clients and centers of influence.
Financial Profiles, Inc.  
  A complete planning package, offering personal and business analysis, incorporating over 150 concepts to help aid in your sales presentations. The modular based system allows for detailed analysis or customized presentations.
First Financial Software, Inc.
  Professional financial planning software including questionaires, reports, graphs, and other tools designed for those who want fast, easy-to-use software.
Insurance Pro Shop
  Insurance Pro Shop - Revealed: closely guarded marketing & sales secrets for selling insurance, annuity and financial services products. Helping Insurance Agents & Financial Services Professionals create endless streams of new, repeat, and referral business…
The LTC Coach
  If you're looking for a how-to cookbook about selling LTC policies, Wilma Anderson recently published her book "The System to Sell 400 LTC Policies a Year". The lead piece that pulls response in any marketplace is included with this book, too! You can use that piece and help your sales reach the level that you're seeking.
MasterPlan Financial Software
  Professional financial planning software designed for power, flexibility, and accuracy.
Money Tree Software
  Since 1981, Money Tree Software has exceeded the expectations of financial planning professionals across the nation. Complete financial planning software includes "what if" scenarios, Monte Carlo simulations, net worth, cash flow projections, insurance needs, retirement, disability, asset allocation, estate taxes, and much more. Easy to use, easy to learn, and easy to understand.
 NF Communications, Inc.
  Marketing systems and seminar systems to quickly increase the volume of your annuity and long term care sales with affluent senior investors.
Pension Profile, Inc. 
  A pension plan reference-directory of qualified pension plans and welfare-benefit plans with cross-reference capability, maintenance, and export of contact data. 
Sawhney Systems, Inc. 
  Comprehensive financial and tax planning software for successful planners.
Selling Well
  Athena Ghion, presents a new selling system titled How to Succeed Selling Life Insurance in Spite of Being a Nice Person. Whether you are an experienced agent or just entering the world of Insurance, this book has something for you.
Unlimited Referrals (   Bill Cates helps financial professionals build practices by creating a steady flow of high-quality referrals. Books, audiotapes, video learning, boot camps, coaching, and company seminars.