PPI Toolkit Direct

LAUNCH | web-based presentations, compliance documents and quick access to industry-wide illustration software

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.

Compulife (Simplified)

LAUNCH | web-based insurance premium surveys

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.

CapIntel

LOGIN | investor prospecting, proposals, and ongoing management

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.

Cascades

LAUNCH | tax efficient retirement income strategies

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.

Financial Calculator Bundle

LAUNCH | simple, client friendly calculators

Use and share this wealth of client friendly insurance and investment calculators to illustrate simple concepts, uncover needs, and encourage financial planning.

AmpLiFi

Lead generation, client and policy management

Use AmpLiFi to define the parameters that will automatically identify opportunities, such as term conversions/re-writes, policy anniversaries and client birthdays, within your inforce policies. Then create and share tailored, compliant client presentations, and track engagement. (Available to qualified users. Speak with your local PPI office for more information.) Learn more.

Your Link Between

LAUNCH | client/prospect facing blog (customized with your logo & contact info)

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.