Knowledge Center – Structured Income Planning System (SIPS)

The latest updates from the software development team. If you have any suggestions don’t be afraid to give us a call or send us an email!

Do you have a question? Not sure how to add a death benefit or life policy?
Where is the tax on social security calculated?
We have created step by step short video that walk you through the menu screens.
If you still can’t model your client’s case – give us a call!

How we use the software to close cases
Need income, paying too much in taxes, are you facing a Fiscal Cliff in retirement
Advanced tax strategies, laddering annuities, self funding long term care policies
Ideas to make your practice more successful and your clients future more secure