OnPointe Risk Analyzer “Light”
(for non-securities licensed advisors)
OnPointe “light” costs only $50 a month! Click here to download the order form.
If you are securities licensed and want to learn about the “full” version of OnPointe Risk, click here.
Why should “non-securities licensed” advisor use OnPointe Risk?
1) Client Questionnaire–the questionnaire assesses a client’s personal risk tolerance and risk capacity. Every annuity and life application should come with the client’s filled out risk questionnaire and their personal risk score. This helps advisors prove suitability for the recommendation made.
2) Quick Score App–this is one of the simplest and most powerful little lead gen tools in the industry. Click here to learn more.
3) 3-Bucket Approach to Sales–built into the OnPointe Risk client questionnaire is a very powerful 3-bucket sales approach. Click here to learn more.
4) Illustrating the value of FIAs (Fixed Indexed Annuities)–there is no better program in the industry to help advisors communicate the value of FIAs to bring down risk and grow wealth for retirement. Advisors without a securities license can use the light version of the program to compare generic mixes of stock/bonds to stocks/FIAs.
The following chart is as powerful as it gets when trying to help a client determine if using FIAs can help them accomplish their financial planning goals.