Included in both editions

Policy Lens

You already get illustrations free from your carrier rep. What you do not have is a way to turn one into something a client understands, in front of them, without a spreadsheet.

Start free for 14 days

Watch it run

Two minutes, start to finish. Ledger in, comparison on screen, branded report out, logged to the CRM.

Recorded on the live product. Every figure on screen is the labeled synthetic sample ledger, and no carrier is named.

What it does

Compare, side by side

Two to four products at once, with the winner on each measure marked so nobody has to squint at four PDFs.

Guaranteed, separated from assumed

Contract-guaranteed numbers and assumption-driven numbers are flagged differently. A client should never confuse the two, and neither should the presentation.

Present mode

Charts and a clean view built to be turned around and shown, not exported and emailed and never opened.

Policy Lens retirement view: a hypothetical qualified plan beside a sample policy, with the qualified plan flagged as out of money at 73.
Side by side. The qualified plan runs out at 73. The policy next to it is still paying. Every row marked which one wins.
Policy Lens with the policy hidden and objection toggles for lifetime income, Roth comparison, equalized contributions and early withdrawal penalty.
A toggle per objection. Lifetime income, Roth comparison, early withdrawal penalty. Change the assumption and the answer updates in front of them.
Policy Lens annuity comparison of three sample fixed indexed annuities with guaranteed income, payout rate and rider fee, above the compliance disclaimer.
Annuities too. Up to four contracts at once, best-in-row in bold, and hypothetical rows marked apart from contract-guaranteed arithmetic.
The Personal Financial Review intake form, step 1 of 8, showing a repeating child and dependant group.
The intake that feeds it. See the agent forms.

Bring your own illustration. Policy Lens does not sell you a product database or meter you per case. It reads the illustration you already have.