www.PlannerPortal.com – An Insurance Sales System – Goes ‘Live’
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After more than a year in development, Financial Calculators, Inc announces the April release of its latest product PlannerPortal located at www.PlannerPortal.com.
After more than a year in development, Financial Calculators, Inc announces the April release of its latest product PlannerPortal located at www.PlannerPortal.com.
PlannerPortal is a browser-based, interactive, database-driven set of financial planning, and insurance sales presentation tools designed to meet a wide variety of prospecting, planning and sales needs. The PlannerPortal offers detailed needs analysis, powerful sales presentations, concept-oriented calculators, a growing library of financial articles, and much more.
The end user receives a growing list of sales presentation tools:
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AdvisorNeeds Analysis Tools : A half dozen detailed needs analysis modules, which generate educational, eight to twelve page analytical sales presentations (PDF format). Modules include retirement, college savings, survivor needs, disability, long-term care and many more.
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AdvisorConcepts: Client-specific, one-page presentation tools including calculators and flowcharts covering a broad variety of financial topics and products.
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AdvisorLibrary: A growing library of online financial articles. Each is a single page in length and can be customized to include advisor and client information.
For a limited time, Planner Portal is offering month-to-month subscriptions for only $39.95.
Contact:
Financial Calculators, Inc
Telephone: 801.756.8127
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