Software Tools To Help You Close More Business
During these unprecedented times we know it can be even harder for you to differentiate yourself from your competition, which is why Brokers’ Choice of America is proud to announce software tools to help you grow your business and close more cases.
BCA is offering an exclusive offer of 100% reimbursement for any and all software tools you choose. Most come with a free trial period so that you can test it before you commit. If you are not currently contracted with BCA, please contact us for specific details on how to take advantage of this reimbursement offer.
See How They Can Work for You
Each software is listed below, with a description, product features, along with a recorded webinar. If you have any questions about any of the software or would like to get started, please call one of our knowledgable Business Development Advisors at 800-344-4105.
Roth IRA Conversion Calculator
IMAGISOFT’s Roth IRA Conversion Calculator helps financial advisors determine if their clients should pre-pay the income taxes on their qualified retirement plan assets to avoid income taxes — including all future growth — on this money forever.
- More Accurate. Emulates your client’s tax return by applying tax formulas to the salary, Social Security income, retirement income, retirement plan income, personal exemptions, and deductions—not by entering a tax bracket. It even calculates the phased-in taxes on Social Security.
- Save Your Client Thousands. Should your clients pay higher taxes now to save thousands of dollars later? The answer is different for every client. Roth conversion is not for everyone.
- Try before you buy! Free 7 day license of the Roth IRA Conversion Software.
Deliver an amazing client-meeting experience
The Financial Advice Journey Starts with Asset-Map. Provide a comprehensive advice experience that engages clients from start to finish and empowers them to make better decisions by getting on the same page – literally.
An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new opportunities to elevate their clients’ condition. Help clients make meaningful decisions as they plan for a better future.
Visualize a client’s complete financial inventory on one page and inform progress to financial goals.
- Drive productive conversations and client meetings that increase engagement with personalized service.
- Uncover new opportunities that may not otherwise be recognized.
- Quickly identify strategies and tactics needing attention.
- Scale-Up your Productivity
Digitize your entire book of clients – double your annuity sales and AUM!
BCA has partnered with JourneyGuide, Inc. to offer you the most impactful retirement planning software on the market at a price you can’t get anywhere else.
Features:
- User-friendly interface with powerful and easy-to-understand graphic output all built on a best-in-class Monte Carlo simulation
- Compelling statistical proof for why annuities should be a meaningful part of most retirement plans
- Annuity products from 40+ carriers integrated directly into the software’s annuity wizard
- Change variables (retirement age, life expectancy, product recommendations, etc.) in the plan and instantly see the impact
A robust retirement planning software with modules that automate case generation.
Help your clients realize their financial goals using our innovative SIPS Retirement Planning System. SIPS Retirement Planning System is an integrated suite of tools that will help effectively sell your case, improve client retention and increase referrals.
Features:
- Create a comprehensive retirement plan with real impact for your client.
- Communicate the merits of your plan for your client in a concise, easy to understand format.
- Create multiple retirement scenarios to show your clients the impact of their decisions.
