Our Tools

Investor Desktop has developed four sets of proprietary programs aimed at lead generation and sales presentation for the insurance industry:

Financial Planning Analyzer
A needs analysis system that identifies and qualifies prospects for life insurance products.

Sales Concept Illustrator
A life insurance sales concept illustration system that is integrated with product illustration software of life insurance companies.

Calculators
A suite of financial calculators for use by insurance and financial advisors to perform calculations to aid sales and servicing of life insurance products.

Policy Performance Tracker
An investment planning tool for tracking and planning that portion of the universal life policy premium that is invested by and for the benefit of the policyholder.