Turn One Time FIA/IUL Sales Into Consistent Revenue
Our system helps agents with any book size organize, grow, and maintain their business. Stop leaving money for you and your clients on the table!
Trusted by 50+ Marketing Organizations
The Opportunity to Make Sales is Right Now
Industry Shift
Some carriers are estimating 80% of apps over the next 12 months will be replacements
Treasury Lows
FIA’s sold between about 2015 and 2021 had LOW rates due to historic treasury lows
High Volume
Around $474 BILLION worth of FIAs were sold during the worst time in industry history.
Data-Driven Tools to Capitalize on this Market
MARKETING
Marketing Reports that Excite Prospects
Stop telling and start showing. Equip agents with instant proof of performance, the reasons behind it, and side-by-side comparisons. Spotlight top performers to build momentum, share past successes to earn trust, and present clean comparisons to eliminate doubt. Expect shorter sales cycles and higher close rates with more confident clients.
ANALYSIS
Marketing Reports that Excite Prospects
Lead with proof. Analyze FIA and IUL options, model smart allocations, and identify compliant replacements with transparent metrics. Share side-by-side comparisons that remove doubt, speed up decisions, and convert prospects into confident clients.
SALES
Marketing Reports that Excite Prospects
Close more sales with Analysis Reports, Allocation Reports, and Comparison Reports that turn research into clear, visual stories. Present FIA and IUL options with transparent metrics and side-by-side views that remove doubt, speed decisions, and convert prospects into confident, committed clients.
MAINTENANCE
Marketing Reports that Excite Prospects
Turn one-time deals into lasting revenue. Use scheduled reviews, visual progress reports, and allocation checkups to surface upgrades, reallocations, and compliant replacements with transparent metrics. Automate touch points that build trust, reduce lapses, and convert satisfied clients into repeat buyers and steady referrals.
Main Features
and so much more!
Why We’re Different
Agent Driven
Designed with firsthand experience to solve real challenges and deliver tools that actually work in the field.
Retro Pricing™
Calculate Par, Cap, or Spread rates as if you actually bought the product at the beginning.
Needle Mover
This software helps you close cases, earn more commissions, and grow lasting revenue.
Real Success Stories
“I encourage my fellow advisors to subscribe, the price and value of all the features is well worth the pricing. It will not only help with FIA sales but also IULs. I highly recommend ALYZER.”
Doc F.
What is Retro Pricing™?
The ONLY true way to backtest index performance!
A Realistic Backtesting Method
Retro Pricing is a calculation method that goes back in time to calculate the Par, Cap or Spread Rates at the beginning of the back-test time period. The Traditional method of back-testing uses today’s Par, Cap or Spread Rates and applies them backwards. The traditional method paints a picture for clients that can never happen. Retro Pricing gives the client a view of what would have happened if they could go back in time and actually purchase this product and method. Retro Pricing is much closer to reality!
Traditional Backtesting
Who Are We?
Developed by a Former Agent & Marketing Agency Owner Kent Jacquay
Kent Jacquay has been in financial services since 1995—the same year the first Fixed Indexed Annuity (FIA) launched. From 1997 to 2018 he sold FIAs, wholesaled for six FMOs, and ran his own shop for nearly a decade. In 2018, an Excel model he built caught the attention of leading index providers, who urged him to share his data more widely. He answered in 2019 by founding Index Resource Center and ALYZER, and the companies have grown every year since.
Supported Carriers
We are constantly adding carriers and products! *
* All third-party names and logos are trademarks of their respective owners and are shown for identification purposes only; their use does not imply any affiliation with or endorsement of our software.