Software

This page is full of useful tools for National Annuity Brokers agents. Please use the programs here to work on cases or just research. If you have questions, please feel free to call your marketing rep for assistance.

Here is a brief description of each tool:

Insurance Company Illustration Downloads – Useful links to carrier downloads

IRA to Roth Conversion Spreadsheet – This spreadsheet is a great tool to determine if your client is a potential case for a Roth conversion. This program uses RBC’s Dow 10 product to enhance the deposits in years 2-6 with a 5% premium bonus.

Fixed Indexed Hypothetical Calculator – Here is another great tool to help you research the performance of a product against historical returns. Call your Marketing Rep for assistance.

Advanced Fixed-Indexed Calculator – This is a great tool for back testing your favorite product. You might find out there is a better crediting method than the one you are selling. Have fun with this one. For help, call your marketing rep.

Mutual Fund –vs- FIA Spreadsheet - This is another fun yet useful tool that illustrates the difference between if a client would have kept their money in a mutual fund versus investing in a FIA.

Zeros Win – This interactive software is used by advisors with their clients to illustrate the benefits of a FIA in a fun and entertaining way.