Resources
Below is a list of resources that you can use to help you build your business. We have personally used all of them and recommend them to you.
Go Figure Now
This website allows you to back test all the different indexed annuity interest crediting methods for any time period in the last 4 years. You can even compare the returns versus the stock market and CD rates. The website offers free sample reports and we have negotiated a discount price for our agents, call us for detailsCompass Financial
Compass financial has great software if you use the “bucket” approach in retirement income planning. The website offers free video demonstrations of the softwareMoney Tree Financial Planning Software
We recommend the Money Tree Silver Financial Planning Software to prepare a retirement analysis for your clients and prospects. It is easy to use and prints out attractive, easy to understand reports. You can download the software and run a number of sample analysis at no costACT! Database Program
ACT! Is a powerful and easy to use database program that we have used in our personal practice for over 15 years. If you don’t have a database now, you need one to build a real business.Market Connections Financial Newsletter
A bi-monthly newsletter is a great way to keep your name and face in front of clients and prospects while providing them useful education on various financial issues. This company provides financial newsletters that target various markets, including baby boomers, senior citizens and business owners. Everything is turn key! They will print and mail them out for you!
Dinky Town Financial Calculators
Try all 300 financial calculators from KJE Computer Solutions, LLC! Each includes dynamic graphs, customizable page layouts, colors and reports. Plus, you can put them on your website!Senior Tax Solutions - Tax Planning SoftwareSenior Tax Planning software provides you with all the tools to identify opportunites to reposition assets in your clients' and prospects' portfolios to reduce their tax consequences. It also provides you with the tools you will need for the new wave of Roth Conversions. As a Safe Money agent you will recieve a 20% discount on the purchase of this software. Please call our office to access the free training webinar for this tremendous tool.Newkirk Client Contact ResourcesKeep in touch with clients and prospects using professionally created, FINRA reviewed brochures, workbooks, and educational materials.ONTRAK Retirement Planning SoftwareOntrak Retirement Planning Software allows you to evaluate your clients' and prospects' current allocation of investments with regard to safety and identify specific areas where reallocation are necessary - based on their goals and objectives. When used properly, this product will do the selling for you. Weekly training is available for new users of this product. Access to this tremendous tool is free for all Safe Money agents
*These links are being provided as a service to you. Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Safe Money Strategies. It is given for informational purposes only and is not a solicitation to buy or sell the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third party materials and/or social media required by your broker/dealer and/or carriers that you represent."
*For Agent Use Only
