INCOMEWIZARD

IncomeWizard Pro TM - a first-ever sales tool for insurance companies that enables ‘One Meeting Sales'. As Income Wizard Pro caters to IMOs and BGAs that want to bring their sales game to a whole new level... Income Wizard provides a full set of analytics to help advisors compare alternatives and helpthe client select the product(s) that is most suited to that particular client's needs and risk profiles. Built-in analytics include projections of account value, changes in benefit base due to changes in account value and the implications for projected income. Additional analytics show the likely range of projected incomes depending on market conditions and product features... Income Wizard provides superior analytics and data for making decisions about the most suitable product(s) for a particular client's needs. Using Income Wizard an advisor can scan all products available from all carriers.

Also known as: Tangram Solutions, Tangram Solutions LLC