SIPS Software is an integrated suite of tools to help effectively sell your case.
Increases Advisor Effectiveness Through Innovative Tax and Income Planning Systems
1
Engage The Client
Tools to input their existing situation that goes well beyond there investable assets. Current and future income streams, expenses, tax evaluation, lifestyle target in retirement.
2
Create Solutions
Generate multiple solutions that will show the impact of income optimization, tax liability, inflation, target changes, and investment stategies. Add FIA income riders to show the impact that might have.
3
Test Solutions
Review solutions and then test them for client survivorship, lifestyle changes, wealth transfer and inheritence modeling, long term care and other health issues. Identify and address gaps.
SIPS Software features