|Annuity Rate Watch|
Keep your own personal database of your clients. You can include contact information, joint applicants, beneficiaries and more.
Search the database to meet your client's needs. Then run illustrations, SPIA quotes and find the forms you need to write the case. Save them to your desktop or email them to your client. Later you can pull up this information again in your client's record.
You can even enter notes, follow-up reminders and your client's existing portfolio so you know when to make your next sales call.