IncomeWizardPRO provides superior analytics and data for making decisions about the most suitable product(s) for a particular client’s needs. Using Income Wizard an advisor can scan all products available from all carriers.
a first-ever sales tool for insurance companies that enables ‘One Meeting Sales’. As Income Wizard Pro caters to IMOs and BGAs that want to bring their sales game to a whole new level.
Provides agents with the optimal annuity(s) policies and quotes for a specific client situation within minutes, while letting their MR monitor and track all agent quotes from start to finish.
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