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Planning tools

Login required. Compare the impact annuity fees have on long-term growth potential using current Morningstar® fee data.
Determine the future value of a taxable investment versus a tax-deferred investment.
Login required. Illustrate how the planning concept of "stretching" a variable annuity investment to heirs works compared to receiving a lump sum payment.
Calculate a required minimum distribution from a traditional 401(k) or IRA using this tool from FINRA.
Identify optimal filing strategies and generate custom client-ready reports to help guide conversations, and strengthens your planning conversations by providing break-even and cash flow analysis.
Estimate your client’s future health care costs. Our partnership with Healthview Services uses actuarial science to deliver a customized report specific to your client’s situation.

A digital platform that helps you manage client’s assets

We have a digital account management platform that offers an intuitive interface for client account opening, building investment models, handling mass trades and re-balancing client accounts. We also integrate with the fintech platforms you use to deliver a holistic view of your client’s account data. Register now and see all we have to offer.

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Easy account management

These tools and services are only available to registered financial professionals and require a login.