New Financial Planning Software is First to Integrate Annuities With Managed Money

December 31, 2007 - Scottsdale, AZ

As an increasing number of Boomers begin to retire, many are finding that they are doing so without the pension safety blanket that their parents had.  Many of the nation’s leading Financial Planners, who have for years shunned annuities, are now beginning to recommend them.

Up to this point, no software integrated both annuities and securities into a balanced portfolio.  President of 300 Financial, Jim Dew, recognized the need and hired financial software development firm Eqis to create one.  They were able to create an easy-to-use software that develops a financial plan for a person retiring that includes the safety and predictability of annuities, with the growth potential of managed money.

The software has been hailed by many advisors as “what has been missing in the industry.”

The software, called 300 CAS, www.300financial.com/pdf/technology.pdf
creates an elegant, sophisticated financial plan with just 15 minutes of data input.  It is a web-driven software so updates and access is seamless for an advisor.  No matter where they are in the world, if they have internet access, they have the ability to create a plan for their client.

For questions or to register for a free demonstration of the 300 CAS software, contact Jim Dew at [email protected] or visit www.300financial.com/conference.

For more information
Jim Dew
877-300-3011
[email protected]