PlanFacts Platform Highlights

PlanFacts is an innovative, integrated, suite of products. Use each product individually or use them together to link concepts. PlanFacts tools are a great way to introduce concepts and as a bridge to your comprehensive, analytical planning platform. However you choose to use them, your clients are sure to remain interested and engaged throughout the entire presentation.

PlanFacts performs millions of calculations behind the scenes, and uses intensely researched visual design to present complex financial concepts with an elegant simplicity. Whether presented in seminars, on your iPad at a coffee shop, in your office, or a quick pull up on your phone—you can access these concepts immediately when you need them.

PlanFacts is a great bridge to more comprehensive financial planning and ideal for estates under $5 Million.

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Cash Flow Decisions

Will taxation, capital gains, RMDs, asset distribution order, post-retirement salaries, other income, and potential MAGI reductions affect your Social Security recommendation?

Business Succession Concepts

A comprehensive set of tools to address all areas of business succession planning.

Social Security Pro

Social Security answers that clients will understand.

Move quickly from Social Security questions to financial solutions. The extensively researched, patented user interface is so easy to use that we recommend you turn it over to your client.

Social Security Lead Gen

Every advisor’s biggest challenge is a continuing source of quality leads. Not just prospects, but leads who want to talk to you. Social Security Lead Gen is your personal 24/7 prospecting partner. It’s the perfect complement to Social Security Pro.

Retirement Road Map

Six basic questions mean no pre-retiree can say “I don’t have time.”

Show how your client’s assets and income give them flexibility to take the best Social Security option. Then demonstrate how to reduce retirement risks with annuities and life insurance.

Life Goals

Classical needs presentations updated for today’s clients.

One program to solve multiple client insurance and investment needs. Focus on a specific need or multiple needs.

Life Goals Consumer Fact Finder

Let your prospects enter their own information.

A beautifully designed consumer fact finder which feeds directly into your PlanFacts tools. Clients and prospects see a summary of the risks to their goals, and can quickly send their information to you.

Financial Needs

A cash flow analysis of your client’s most basic needs.

Financial Needs solves multiple client insurance and investment needs. Focus on a specific need, or focus on multiple needs.

Disability Insurance Lead Gen

Clients will see for themselves the need for disability insurance planning.

DI Lead Gen is a personalized, interactive consumer site that illustrates the need for disability insurance planning.

Qualified Plan Concepts

Calculate and demonstrate seven of the most effective uses of 401(k) and IRA distributions.

Show how qualified plans are an integral part of retirement income planning. Present effective uses of qualified plan distributions, avoid penalties, convert to Roth, multi-generational planning, and more.


A web-based, client-interactive prospecting and client retention tool.

Say good-bye to “calculator-thinking” and move the client away from numbers and into lifestyle planning. Get to the emotional side of decision making and connect with people in a whole new way.

Estate Planning Concepts

Open the door to discussing bequests, estate equalization, charitable bequests, and family business concerns.

It’s great for smaller estates—under $5,000,000—and it lets you discuss estate planning without being an expert—let the software be the expert.


Your subscription to any PlanFacts app includes the PlanFacts Dashboard. The Dashboard will allow you to keep track of prospects from our lead generation apps and manage your clients cases for easy organization.