“I’m new in the industry so the calculators have been completely priceless to helping me verify for people what the long-term outcomes are for their financial future, depending on where they store their money.
The first deal I closed was from a man that I had been speaking with for over 3 months who was debating between a policy, and putting the money in his 401k. I was able to verify using the Qualified Plan Calculator that he would get slaughtered in taxes putting the money in his 401k due to his other pensions and his S.S. income.
I made all of my money back, and then some, for the TC software AND the training on that one case alone. I’m closing about 80% of clients since going to the training in St. Louis.”