The Asset Allocator is designed to help you create a balanced portfolio of investments
Just how much can your potential cash bonus from LifePro be???
Compare projected and/or historical returns from an annuity compared to a CD
Even a small difference in the fees you pay on your investments can add up over time. Use this calculator to see how different fees can impact your investment strategy!
This calculator demonstrates how compounding can affect your savings, and how interest on your interest really adds up!
How much life insurance do you need? Enter your current assets, expenses, income and let us determine how much life insurance you need.
Inflation reduces your the purchasing power of your money. High inflation, such as what happened in the late 70's and early 80's in the United States can devastate the value of your savings. Even moderate inflation over time can significantly impact your real purchasing power. Use this calculator to see how inflation has changed the value of the U.S. dollar, and what return you would have needed just to keep up.
How much do your clients currently pay in fees on their 401ks, Mutual Funds and other retirement vehicles? This calculator will show you exactly how much in fees they are paying. Ask us about our comparison reports where we compare these results to the cost of various Indexed Universal Life products.
After entering an index floor, cap, participation rate and more you can see how a hypothetical index product would have performed throughout history. It's called the Monte Carlo Machine because we don't look at one historical point we look as many data points as possible to see how this hypothetical index product would have performed throughout different periods of time.
Use this calculator to generate an estimated amortization schedule for your current mortgage. Quickly see how much interest you could pay and your estimated principal balances. You can even determine the impact of any principal prepayments!
Recovering from a devastating investment loss takes both time and very often new contributions. Even a very large investment loss can be recouped if you are able to leave your money invested and begin adding new money. This calculator helps you determine what it might take to regroup, rebuild and re-grow after such an investment loss.
Use this calculator to determine how much you may have to pay for your Required Minimum Distributions starting at age 70 1/2.
This calculator compares two alternatives with equal out of pocket costs to estimate the change in total net-worth, at retirement, if you convert your Traditional IRA into a Roth IRA.
The Internal Revenue Code section 72(t) and 72(q) allows for penalty free early withdrawals from retirement accounts. This calculator is designed to examine the affects of 72(t)/(q) distributions on your retirement plan balance.
When a couple should take their Social Security benefits can be complicated however this calculator will give you a 5 page PDF which compares 3 different strategies to the suggested strategy that would give them the most income. Also ask us about creating a retirement shortfall analysis based off of the numbers from this report.
Create a PDF which shows the difference between taking Social Security benefits at age 62 and age 70 or any age in between
This calculator will show you how much of your Social Security benefit will be taxed and how you can reduce those taxes.
The purpose of this calculator is to show how Indexed Universal Life works