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  • IAR Platform
    • Our Recommended IAR Platform
    • Why Every Advisor Should Have a 65 License
    • Source of Funds Rule
  • Marketing Tools
    • Your New Website
    • 3-Bucket Sales Approach
    • CALM
    • Online Budgeting App
    • OnPointe Marketing Software
    • 10-Module Financial Literacy Course
    • Faith Based Planning Initiative
    • IUL Illustration Software
    • Asset Protection-The Wedge
    • E-Newsletter Drip System
    • Online Lead Gen!
    • Mortgage Acceleration Software
    • Debt Reduction App
    • Give Books Away for Free!
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    • Name on Books
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  • Education
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    • Single Premium Life Insurance
    • Advanced Case Design Center
    • DALBAR Study
    • EIUL Special Rate of Return Report
    • White Papers
  • CAUTION!
    • IRA Rescue Using CVL
    • Section 79 Plans
    • Whole Life vs. EIUL
  • Contact
    • Shop
    • My Account
  • Shop
Strategic Marketing Partner Strategic Marketing Partner
  • IAR Platform
    • Our Recommended IAR Platform
    • Why Every Advisor Should Have a 65 License
    • Source of Funds Rule
  • Marketing Tools
    • Your New Website
    • 3-Bucket Sales Approach
    • CALM
    • Online Budgeting App
    • OnPointe Marketing Software
    • 10-Module Financial Literacy Course
    • Faith Based Planning Initiative
    • IUL Illustration Software
    • Asset Protection-The Wedge
    • E-Newsletter Drip System
    • Online Lead Gen!
    • Mortgage Acceleration Software
    • Debt Reduction App
    • Give Books Away for Free!
    • Student Loan Eliminator
    • Market To Attorneys
    • RETIREMENT LIFE
    • Name on Books
  • News
    • Newsletters and Webinars
    • Past Newsletters
  • Education
    • Archived Newsletters and Webinars
    • Books
    • Whole Life vs. EIUL
    • Single Premium Life Insurance
    • Advanced Case Design Center
    • DALBAR Study
    • EIUL Special Rate of Return Report
    • White Papers
  • CAUTION!
    • IRA Rescue Using CVL
    • Section 79 Plans
    • Whole Life vs. EIUL
  • Contact
    • Shop
    • My Account
  • Shop

We have access to the most powerful suite of marketing software in the industry today—the OnPointe Suite of software.

This technology is years ahead of others in the industry and advisors can use it to really grow their business.

Through our firm advisors can get access to this 3rd party software at a 25% discount. Click here to learn how you can take advantage of this incredible discount offer.

To watch a recorded webinar where each tool is reviewed, click here.

Click on the following links to learn more about each software application:

–OnPointe Risk Analyzer Software (creates a personal risk score for clients and also scores investment portfolios)
–OnPointe CRM (the industry’s best CRM system that integrates with other OnPointe Software)
–OnPointe Email (the industry’s only email system that offers newsletters written by Roccy DeFrancesco)
–OnPointe IUL Comparison Software (compares IUL to taxable and tax-deferred accounts)
–OnPointe Landing Pages (quickly and easily create professional online landing pages)

Comprehensive Risk Analysis Software

On Pointe Risk Analyzer
RISK ANALYZER
Software

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