Why should you buy SIPs Software? To sell more cases!
Whether its income, taxes, asset protection, retirement planning, or risk, your prospect has a concern. Our software modules are designed to highlight that concern and show solutions.
Income Planning Module with powerful Case Building Tools
Sell Maximum Income
The biggest concern for most retiring Americans is not actually how much money they have, but how much income their savings can produce. What if you could show your client how to create the income they need, with no risk of ever running out? Use one of the max income models in the SIPs Case Builder to find the answer.
Sell the Conservative Approach
It has been shown that asset allocation, not clever investment picks, is the biggest factor in the overall growth of a portfolio. What if you can show your client that they have too much of their money at risk, that some or all of these assets should be working to create their income stream, and how a conservative approach can still meet all of their objectives? It’s not what you make in retirement, it’s what you keep.
Sell Bucket Financial Planning
Short term liquidity usually means that either you won’t get acceptable returns, or your money is at risk. What if you can create a sophisticated plan in minutes that shows your client how to invest so that they can take advantage of different types of investments? Solve their need for liquidity, income protection, and long term growth and use the dynamic presentation tools to make this idea, their idea.
Sell Suitability
Clients today are seeking advisors who are looking out for their client’s best interests. What if you can easily create professional, easy to understand reports that show how their net worth, asset allocation, income streams and expenses all play together and summarize their situation at a glance. More importantly, these reports can be used to highlight areas of concern and then show solutions in simple side by side scenarios. Easy to create, easy to sell!
Sell Client Service
The most powerful recruiting tool is your existing clients. What if you could create a one page, relatively easy to create report that shows your existing client how their plan is working? Quarterly performance reports (for the RIA) and annual review tools (for annuity contracts) that your clients will love provide that little extra something that will have them talking to their friends.
Tax Planning Module with Roth IRA Conversion Optimizer
Sell Tax Savings
The current state of America’s fiscal health means that either income taxes will increase, or senior benefit programs will decrease. What if you could easily show your client how their investment decisions can dramatically impact the taxes they pay? Build side by side tax returns that highlight areas of concerns, but show them on reports that are simple and easy to understand.
Sell Spousal Survivorship
When one of your clients leaves their spouse behind, income streams will change and you would expect taxes to go down. What if you can show your client how pension, social security, personal exemptions, itemized deductions and single status tax returns may mean a significant change in lifestyle? Prepare them now by recommending investments that will solve these issues.
Sell Long Term Tax Exposure
Large IRA’s that are sitting in a portfolio and may not be needed for income are just waiting for the IRS to feed off of. What if you could show your client tax savings in the hundreds of thousands of dollars by doing a Roth Conversion? What if you can also show them how to get those savings and not spend a lot of their principal paying the tax bill? Not for every situation, but when one comes along, use this tool to close huge cases.
Sell Professional Advice
Your clients are looking for a tax advisor who is professional and cares about their well being. What if you had a powerful tool that can make easy to understand, personalized reports with a minimum of effort on your part? Understanding a clients entire picture including net worth, asset valuation, expenses, and future implications to income streams makes you their trusted advisor.