|
OnTrakTM is income analysis software that’s been designed to help your clients manage their
post-retirement risks and estimate their retirement income. This easy-to-use software allows you to
input your client’s data.
The data is then used to produce a customized financial status report that you can use to help your client get on track or remain on track to meet his or her retirement income needs.
In addition to the value this innovative income analysis software can provide your clients, OnTrak™ may generate results for your firm including:
- Better customer satisfaction.
- Improved client retention.
- Additional ways to present life insurance solutions.
- More referrals.
- Increased share in the growing retirement market.
Agent Resources
As an independent agent, you are responsible for the compliant, accurate and suitable use of this software. Please make sure that the use of this software is in compliance with your state law, applicable carrier rules and regulations, broker-dealer rules (if applicable) and within the authorizations of your license and/or registrations. You should seek legal advice on recommended disclosures or disclaimers for your particular circumstances in the states in which you do business. Brokers Life Marketing Group, LLC is not responsible for any inaccuracies, errors or warranties of any kind. This software is developed and distributed by Cravens & Associates, LLC. |
