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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
Sale!

Risk Software

$650.00 $600.00

1 Year Service

What does Risk Analyzer do?

 The Risk Analyzer runs users (clients/potential clients) through a series of questions in an effort to determine their “real” tolerance for losing money in the stock market (Their risk tolerance).

After researching what many consider the #1 product in the marketplace, I came to the conclusion that it had the following flaws:

Not real world
Not easy to use
Doesn’t integrate with a CRM
there is no sales output-OnPointe Risk Analyzer has a really nice 3-page output for users

 

Category: Risk Software Tags: investment risk score, risk, risk software
  • Description

Description

Risk Analyzer Software

OnPointe Risk Analyzer (“light” for insurance agents)

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:

www.pomplanning.net/dalbar-2016

                While I was in the middle of building the OnPointe Suite of software, (http://onpointecrm.com), I was moved to create an investment risk tolerance program- Risk Analyzer (OnPointe Risk Analyzer).

                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.

   

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  • Sale!

    Investment Risk Analyzer Software

    $1,300.00 $1,200.00
    Add to cart

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