The Software that Tells the Whole Truth about All Things Financial

Diversification

Help clients evaluate the impact of diversifying their assets with life insurance

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The Diversification calculator illustrates the outcome of transferring money from existing assets into Permanent Life Insurance and how the potential reduction in taxes and term insurance costs might negatively or positively impact their overall return. It also helps clients see the increase or decrease in their asset base while alive and the net to heirs upon death.

One way to use it: Some advisors use the Diversification calculator to demonstrate how moving assets out of taxable accounts or very low-earning savings accounts might generate more spendable retirement income for clients without compromising the legacy they intend to leave for heirs.

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