How much income, and when to start?
Compare the income amount, who it covers and when it starts.
Clients want a paycheck they cannot outlive. Your AI puts the options in one table. You choose the right product for the client and get ready to close.
Uses credits
You'll learn to
- Ask for lifetime income with every fact a quote needs
- Work out how much money a target income takes
- Compare one life with two, and compare start ages