Helping You
Find The Information, Tools, Services and Support You Need For
Outrageous Sales & Personal Success...
Financial
Software
Insurance Sales Tools
(IST) is a one-stop, FREE
Insurance Marketing and
Sales Resource for Insurance
Agents and Financial Advisors. Throughout the blocks
below, you will find links to the top companies to serve all
your Insurance and Annuity Marketing, Sales and Support Needs. Our goal is to help you find those
few high quality, reliable,
ethical companies that you can feel safe doing business with. Please add this site to
your favorites list.
Torrid
Technologies Inc. For
Financial Institutions and Financial Advisors... If your company needs Internet-based
financial planning software, then consider our
comprehensive and simple to use WebCalcs® software. We
brand it to match your website. We host it. We maintain
it.
You just link to it.
From
Retirement Software and Financial Planning Software, to
Web site Design and Hosting, Torrid Technologies does it
all for Financial Institutions, Financial Advisors, and
Insurance Agents.
Torrid Technologies Inc.
Retirement Savings Planner 2011 In less than 15 minutes you can punch in basic data
and have Retirement Planner generating meaningful
retirement savings projections.
From
Retirement Software and Financial Planning Software, to
Web site Design and Hosting, Torrid Technologies does it
all for Financial Institutions, Financial Advisors, and
Insurance Agents.
The
Circle of Wealth® system consists of 8 software
modules. At its core it is a "Visual Storyboard" that
you use to help prospects and customers quickly
understand how money and wealth really works.
The
system explores the effects of "transferred money" and
the "opportunity costs" associated with those lost
dollars, taking the client through a range of
discussions including (but not limited to): taxes,
qualified and non-qualified plans, mortgages, the
accumulation and distribution of assets, and the overall
wealth-building process
Don Blanton
Take your business to the next level
Only $19.95 a month, 30 Day Free Trial
"Unbelievably
Awesome
Financial Planning Software and System That
Shows You How To Sell More Permanent Life Insurance,
Disability, Annuities, LTCI, etc. Than You Ever Thought
Possible. And, In Ways You Absolutely Never
Considered...Guaranteed!"
Practice Builder...
It's a mature, fully featured Client Relationship
Management (CRM) system. Built around “Best
Practices” of financial planners the system is
designed to help you every step of the way - from
prospecting for new clients to generating and
harvesting referrals from your most satisfied “A”
clients. As competition increases, as market
conditions drive you to make changes for more
productivity and as your desire to work less for
more reward, CRM stands alone as the tool that can
help you easily and economically.
Plan Builder
The Evolution of EnterAct financial planning
software helps you develop comprehensive financial
plans, quickly and easily. Create
unlimited "what-if" scenarios - including Monte
Carlo simulations - then illustrate your plans with
colorful charts and graphs. In real time. Use
compelling, easy-to-understand presentation helps
your clients see the wisdom of your plans
immediately.
Note: These links are merely what we think to be
useful for research purposes, and may contain different views. We do
not endorse nor guarantee the accuracy of the contents, and are not
liable for any consequences.
Here's How To Contact Us: M-F, 9 AM to 5 PM, EST
Toll Free: 877-297-4608
Insurance Sales Tools
150 Watson Drive
Dallas, GA 30132
Hosted By:
Insurance
Pro Shop Helping Insurance Agents
and Financial Advisors to quickly and affordably
create endless streams of new, repeat and referral business!
