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ROI Calculator

Even if we find you 1 tiny case, your ROI is incredible!

%
Case Size
$50,000
Drag the handle to set the case amount.
Year Subscription Cost (billed at $100 monthly) $1,200.00
Revenue @ 5% of Case Size $1,500.00
Net Profit (Revenue − Cost) $300.00
ROI Percentage
25%

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

Stack Rank and Sort FIA Indices

Analyze and Compare Indices

Compare Fixed Products

Allocate and Assess FIA Products

Stack Rank and Sort MYGAs

Analyze Existing FIA & IULs

Compare a New FIA to Existing

Organize Cases for Review

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

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.