Investment Risk Analyzer Software
Have you signed up to download the 2016 DALBAR Study? It’s my favorite study that comes out every year. Click on the following link to download:
To watch a video of how the user backend works (it’s slick), click on the following link: Risk Analyzer Advisor Area
Why use this program? Marketing, marketing, marketing. It’s a great way to grow an email list organically. The program will help you gather important information you can use to target market consumers.
Avoid lawsuits-with the DOL fiduciary regulations, using a risk analyzer program is an absolute MUST. Every client should use this program and a copy of their data and 3-page output should be saved in a CRM system forever. Doing this will help protect advisors if clients ever question their recommendations.
Who should use the program?
Insurance agents-because the program uses real world numbers, the outcome most of the time will be that 20-50% of the money for most users should be allocated to conservative tools such as FIAs or IUL.
Financial planners-this program is a no brainer for financial planners to use. The data will help financial planners pick suitable investments and avoid liability.
Why such a low price point? Because I want every advisor to use this as a marketing tool and lawsuit avoidance tool. Advisors in general are frugal (cheap) and I didn’t want them to have an excuse to say no.
The program looks fabulous on mobile which is important today.