Wealth Distribution Analysis

The plans you propose raise some tough questions.

“How will this planning affect our lifestyle?”

“What about our living expenses?”

“How will it affect our heirs?”

Your prospects are waiting to hear your answers to these tough questions.

With Wealth Distribution Analysis, the wait is over.

WDA helps examine the consequences of your clients’ current and proposed planning. With WDA, you can examine year-by-year estimates of the effects of your planning on net worth, cash flow, and net to heirs. You can also preview the financial benefits and cost of the recommended planning.

WDA allows you to . . .

Model True Cash Flow

WDA is the only software that focuses on every aspect of your clients’ plans, allowing you to illustrate the effect your plan has on their true cash flow. By prioritizing their investments, WDA helps show clients how your planning makes sense and is affordable.

Analyze Complex Variables

WDA is surprisingly easy to use considering the complex variables involved, such as tax laws, spending patterns, growth rates, and liabilities.

Help Clients Understand the Consequences of Planning on Net Worth, Cash Flow, and Net to Heirs

Presentations and proposals generated by WDA are simple and straightforward. Your clients will finally understand the consequences of your planning on net worth, standard of living, and net to heirs.

Convince your clients to take action today with Wealth Distribution Analysis.

WDA may be used to evaluate:

Retirement planning
Pension planning
Irrevocable gifts
Gift planning
Charitable gifts
Trust planning and funding
Cash flow planning