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  • Is There Any Retirement Planning Software that Can Handle Indexed Annuities Well?
    I really don't know many of the retirement planning tools that are out there, but it seems like the few I've come across, none of them have the ability to include indexed annuities in a retirement plan. Pretty much all of them can include a systematic withdrawal percentage from a stock/bond portfolio. Many others can include variable annuities either with or without an income rider. But are......
  • NEW FINANCIAL SOFTWARE - Seeking Charter Members and Development Input
    We are currently developing a very robust software program to fill a very much needed void in our business. That is, a way to teach prospects what we do and why we do it. We want to cut through all the garbage and myths and really teach solid financial principals. Certainly there are software programs out there, but many of them fall short of that goal. Some look like they were built in the......
  • White Label VB Enrollment Software?
    Has anyone heard of a white label enrollment system that will allow you to enroll all the vb carriers, and allow the employer to get a single bill? Thanks in advance, A...
  • ACAexpress.com
    Does anyone have any experience with ACAexpress.com's software? Specifically, can you really complete a subsidy application in 10 minutes without going through healthcare.gov ? I'm thinking of purchasing this and would love some feedback....
  • Using Phone or Tablet for Quotes?
    I am curious how many here use a smartphone or a tablet or Ipad to run quotes while in the home? With 4g and software that keeps coming out that work without an internet connection, just a good cell reception, have any found it a good or bad thing? Any Pros and Cons?...
  • ACA Quoting Software..The Winners Are...so Far
    Since Saturday Nov 15th on this forum we have agents using ACA Express, Health Sherpa, Ebroker software, INSXCloud, Quotit, Norvax/GoHealth. So any feedback as to which software has had the fewest glitches and the smoothest enrollments? i have not chosen any. i purposely wanted to wait on the sidelines to see which ones would work the best during the first few days of open enrollment. I......
  • United Health-Assurant ACA Quoting Software
    United Health, Assurant and Humana have ACA quoting software where you can enroll clients directly on the exchange. has anyone had any luck using their software since Open enrollment has started?...
  • United Health and Assurant ACA Software
    United Health, Assurant and Humana have ACA quoting software where you can enroll clients directly on the exchange. has anyone had any luck using their software since Open enrollment has started?...