The following is a sample of select resources available to our clients:
- Actuarial calculations to determine life expectancy and probabilities of survival for individuals, spouses and groups.
- Number Cruncher to calculate GRATs, CLATs, SCINs, private annuities and QPRTs as well as variety of other advanced planning techniques.
- Carrier due diligence through ALERT and Vital Signs software programs.
- Product selection software that “shops” the entire market for term life, guaranteed universal life, immediate annuities, long-term care, and disability. The shopping software provides rates and product information in a convenient spreadsheet.
- Product research to identify opportunities and problems with new products by bringing together the resources of Synergy and IDA.
- Life settlement appraisals.
- XRae – Interactive and intelligent computerized underwriting support to help analyze medical issues and likely underwriting outcomes from the various carriers.
- Carrier Applications and Forms available for download via our website.
- Mobile Quoting Engine for smartphones and tablets.