Analyze, Reallocate & Compare Clients or Prospects FIA & IULs
Analyze existing products and create a re-allocation plan, or even a new sale possibility.
“One of the best financial decisions I have ever made. I get emotional about the impact the ALYZER suite has had on my business and my life.”
Have the knowledge to accurately assist a client in determining where to allocate their index product.
“It’s very powerful and important for the client to see the allocation section of the report. I love the ease of use of the software. It is a tool all agents should utilize in the selling process.”
Pull historical return charts on the index only and compare to the average of all indices used in products today.
Compare your favorite Fixed Indexed Annuity allocation strategy to the current top MYGA, bond and CD rates.
Start Setting Realistic Expectations
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!
ONLY AVAILABLE IN ALYZER
Testimonials
“One of the things I greatly appreciate about it is that it provides the historical performance as of the date you run it and not just as of the end of the last calendar year like so many programs do.”
“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.”
“It’s very powerful and important for the client to see the allocation section of the report. I love the ease of use of the software. It is a tool all agents should utilize in the selling process.”