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Revolutionizing Life Insurance Sales with Interactive Point of Sale Software

Discover how our cutting-edge point of sale software transforms the selling of life insurance and investments. Our innovative platform empowers clients by allowing them to take control of data gathering, plan design, and payment options. With our "Client Inter-Active" approach, clients can open and close their own cases, making decisions that suit their needs. Say goodbye to boring processes and data reluctance—experience real-time data impact with improved accuracy and immediate visibility. Ideal for young families and single parents, our solution covers vital needs like life insurance, retirement planning, disability income, and education for children.

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Revolutionizing Life Insurance Sales with Interactive Point of Sale Software

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  1. s Point Of Sale Software

  2. Revolutionizing the wayLife Insurance & Investments are Sold We put the client in control of: • Data gathering • Plan design • What they need • What they will pay

  3. Is “Client Inter-Active” Not only does it “OPEN” cases but it “CLOSES” them Because Clients do it themselves !!

  4. Result They can’t say no to themselves They want to implement their own plan

  5. Core problems with other plans: • Boring Data Gathering Process • Reluctance to give out Personal Data • Accuracy of Input Data • Cannot see immediate impact of Data on final results • Seeing & Correcting Data in Real Time

  6. MARKETS Young Families & Single Parents with dependent children

  7. NEEDS COVERED 1st & 2nd To Die Retirement Planning Disability Income Educating Children

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