Financial software can be some of the most frustrating tools in an agent’s arsenal, or like the ABC Snapshot Software, created by Dave Vick in his every day practice, can be a producer’s best asset! This software is big, colorful, intuitive, and easy to master. There are over 20 different presentations to assist you in making the case of where index annuities fit in a client’s portfolio of assets. All of these illustrations can be done right in front of a client with tremendous ease and incredible results.
ABC Snapshot Software is:
- Easy To Work With
- Visually Appealing
- Excellent At Organizing A Client’s Finances
- A Great Teaching Tool
- Essential For Closing Sales
Unmatched In The Industry
From income planning to demonstrating annuities in asset allocation to building ladders of annuities or even the power of an income rider, the ABC Snapshot Software is simply unmatched in the industry! The ABC Snapshot software is unique in its ability to communicate what are usually difficult concepts involving annuities and their relationship to risk and to other assets.
ABC Snapshot Software 3.0
The new 3.0 ABC Snapshot Software supports Mac products.
We’ve added a new Questions Snapshot and the Income Planning capabilities are dramatically increased with, too, more detailed income rider capabilities.
We’re even adding Social Security planning illustrations like Break-even Points, File and Suspend, and more.