Features
Asset Allocation and Risk Management
Cash Flow and Taxes
Structured Income Planning
Tutorials
SIPS RPS Tutorials
Knowledge Center
Purchase
Free Trial
Features
Asset Allocation and Risk Management
Cash Flow and Taxes
Structured Income Planning
Tutorials
SIPS RPS Tutorials
Knowledge Center
Purchase
Free Trial
Knowledge Center
Home
Knowledge Center
NEWS & INFO
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!
FIA Income Rider Update Log
SIPS 2014 to 2017 File Conversion
Existing 2014 Users – welcome to SIPS 2017 Video
HOW TO VIDEOS
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 To Videos
ADVANCED CASE DESIGN
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
Advanced Case Design
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