Turn One Time FIA/IUL Sales Into Consistent Revenue
Our system help agents with any book size organize, grow, and maintain their business. Stop leaving money for you and your clients on the table!
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
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.
SALES
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.
MAINTENANCE
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.
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.
“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.”
Sheila W.
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.