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Insurance and Annuity Analyzer™ [Download]

Author: financeXpert.com, Inc.
Publisher: Other
Availability: Online Access
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Description

This Microsoft Excel-based analyzer offers the most realistic evaluation model available to financial advisors. It gives you an extraordinary tool for creating realistic projections of policy costs, cash values and amounts at risk, all of which respond to volatile sequences of historical returns, as well as variable asset allocation choices. For the first time you can anticipate how any insurance or annuity product is likely to perform in the face of economic uncertainty and volatile markets.

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http://www.financexpert.com/products_iaass.html


financeXpert.com, Inc. provides technology solutions and consulting services to independent financial advisors, banks, brokerage firms and trust companies to help them improve customer retention, boost recurring revenues and increase profitability.

Note: 

  • Insurance and Annuity Analyzer includes digitally signed macros. Click here for information on installing the certificate. 
  • This product is an electronic download file that will be accessible immediately after completing your purchase (click on My Downloads on the left navigation bar). Access to this file expires 90 days from purchase date. 
  • Microsoft Excel is required to use this software download.
  • This product purchase is non-refundable. For more information about this
  • product or service concerns, please contact the AICPA Service Center at service@aicpa.org or call 888-777-7077.

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Subscription Info

On-Demand 2006
Product# 017252SOFT
Availability:Online Access
Regular:$195.00
AICPA Member:$156.00
Your Price:$195.00
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