This software system shines light on major areas of wealth transfers, showing your clients where dollars are potentially at risk. Rather than focus on a single need/want sale, the program allows you to increase your cross-selling capabilities. The software is user-friendly, and includes the following components:
- The Circle Talk: This feature highlights eleven wealth transfer areas, including taxes, mortgages, credit cards, financing autos, opportunity cost and term insurance. You can use the sales track to guide the interview, and the concepts are delivered in a highly visual format such that the client sees the benefit of working with you.
- TaxMaster: This software module highlights the tax transfers that are often overlooked. It focuses on the impact of various tax alternatives that can result from compounding investment interest. TaxMaster doesn't give tax advice, but does illustrate the tax alternatives available where an investment is compounding and taxed annually.
- Mortgage Master & Mortgage Net Worth: This feature highlights areas of mortgage financing where clients transfer wealth away unknowingly, and perhaps unnecessarily. This program has a highly visual format that helps clients quickly grasp the often overlooked and misunderstood benefits of mortgages.
- Retirement Ready or Not: Would you like to know how well prepared your prospect REALLY FEELS about retirement? Use this tool to instantly show the effects of Saving, Rates of Return, Spending, Inflation, and Retirement Date on your prospect's future. It also shows when your client is going to run out of money.
Back to Top | Next
Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.
