Increase productivity and revenue with this collection of complementary tools selected to help you design insurance and wealth solutions and produce presentations and compliance documents – many customized with your logo.
Run mobile-friendly needs analysis, insurance funding options, estate protection calculators and presentations, plus PPI’s Practice Assistant with customizable compliance documents. See and update the status of your software at the press of a button! Learn more.
Use AmpLiFi to identify sales opportunities, such as term conversions, re-writes, and switches, policy anniversaries and client birthdays, within your inforce policies, generate leads, and run, share and track engagement with customized sales presentations. Available to qualified users. Speak with your PPI Collaboration Centre for more information. Register here.
Compare the premium rates for several products of the major Canadian insurance carriers. Includes a free simplified online version above, and a full desktop version including JLTD. Request a desktop version 6-month free trial | Advantage Program members, for complimentary desktop software contact your local office.
Compare an existing investment portfolio’s performance with your recommended solutions. CapIntel Integrates PPI’s Investor Risk Profile and offers custom proposals, including Value of a Segregated Fund and fund-specific presentations for select carriers. Learn more. For complimentary access: contact your regional PPI Director, Business Development, Wealth.
Present optimized retirement income cash flows using planning projections and withdrawal strategy comparisons. Calculate tax-efficient withdrawal plans and produce Advisor reports and client presentations that compare multiple income tax reduction strategies. You can upgrade to the Pro Version with a 60-Day Free Trial or discounted monthly subscription.
Use and share this wealth of client friendly insurance and investment calculators to illustrate simple concepts, uncover needs, and encourage financial planning.
Personalize PPI’s ‘The Link Between’ blog with your logo and automatically notify your subscribers every time new articles, videos and tools are published. All content is shareable to your favourite social media platforms. View a sample.
Create in-depth client profiles, build detailed financial plans, and generate tailored recommendations and insights for your clients, all branded to you. This mobile friendly and dynamic software generates infographics and easy to use questionnaires based on your clients’ profiles, handles complex corporate structures and unique assets, and generates insurance tax and estate planning insights tailored to your clients. PPI affiliated Advisors receive a 20% discount on select subscriptions whether you are a new or existing subscriber.
Analyze clients' financial and risk management needs and scenarios, project and present retirement cash flow and net worth options, and demonstrate the need for personal and estate life insurance.
Learn more and sign up now (10% PPI discount and free 30-day trial).
Address your clients' most important financial questions with planning software that is transparent, highly flexible, and easy to use. For simple to complex financial projections, Snap will increase your referrals and grow your assets under management. For more information, contact Product Support at 1-888-758-7977 ext. 1 or at firstname.lastname@example.org.
Start a 14-day Free Trial using promo code PPI10 for 10% off both annual and monthly plans.