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.
Organize, monitor, and launch PPI and insurance carrier illustration and presentation software. See and update the status of your software at the press of a button! Learn more.
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.
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.
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.
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).
Educate clients and help manage behaviour more effectively with Snap Projections by comparing where they are now to where they wish to be. For questions, contact Snap Projections Customer Support at 1-888-758-7977 (ext. 2) or at email@example.com
Sign up now - promo code PPI10 (10% off Advisor Professional and Advisor Business).