Klark Software is a simple, proven point of sale tool that uses color graphics to clearly illustrate the value and benefit of life insurance to your clients.  Since 1993 our program has featured a short learning curve, simple interface and minimal, customized output.  In today's selling world of social media Klark Software's strength of simple concept selling is being greatly utilized in Skype, Webex and email presentations.  The use of graphics in your proposal will make your sales process more efficient and help the client comprehend and retain the information presented.  Easy to use, easy to understand.  The simplicity of Klark Software is its strength.

The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated.  Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact.  By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios.  Our “Cash Flows” proposal compares the three most common ways of funding settlement costs.  A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods.  A sample presentation of our Estate Planning Program can be found here. 

Everplans is a life and legacy platform that helps you and your clients gather all of the important information, documents and wishes that they might need in case something happens to them. This includes wills, life insurance policies, and health care directives, in addition to online accounts, letters to friends and family, and much more.

With Everplans Professional, you can expand your role with clients, and create additional opportunities for your business.

ConferenceAdit has transformed how continuing education tracking and reporting is managed and has been assisting NAEPC since 2017… now they stand ready to help your council become more organized and efficient!

Committed and casual (or accidental!) owners of valuable works often require updated valuations and/or liquidity alternatives.

CollectorIQ is the most efficient, cost-effective and objective tool giving fiduciaries and other advisors around the world the ability to track this large component of owned wealth.

Cloudia Assistant is not your typical CRM created for several industries. Cloudia was created for professional agents/agencies who need a constant flow of information for their prospects and, for retention purposes, their clients.

Cloudia was produced to bring business to you and help you retain that business once obtained. Whether your lead is hot or just bought from someone else, Cloudia will continue keeping you in front of that prospect until they want to try something different and when they become hot again, you are the person they remember and trust, especially when the last time they searched for information they received 50+ calls from other agents. Now, you will be the only one to call; and you know it is much easier to sell when someone is calling you instead of you calling them.

Plan Prepare Peace of Mind

Yourefolio is an estate and legacy planning software created by advisors and estate planning attorneys; equipped with tools that assist with the preparation and organization of an estate to a complete level.

WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving high-net worth and ultrahigh-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the high-end segment of the market.

Developed for professional wealth advisors who serve an upscale clientele, WealthTec Suite produces quantitatively rigorous and detailed, but colorful, financial, tax and estate planning client deliverables that can help you build your practice, while delivering timely, cutting-edge advice.

Tracers, the #1 trusted cloud-based public records search software, is designed to help you find key pieces of information for estate planning available only in public and private records. For decades, Tracers has provided law firms and estate planners with access to an online database of over 42 billion records. Tracers estate and trust litigation law software was named a TechnoLawyer “Top Product of 2020” because of its dedicated customer service, cloud-based functionality, and powerful search tools. With comprehensive people and property data and flexible, customizable solutions, Tracers is the best legal research software for estate and probate attorneys and their clients.

Powerful features for estate planning & probate attorneys include:

My Personal DataSafe is a revolutionary patent-pending personal information (PIM) software that enables you to always be well informed with up-to-date client information.

• Provide clients peace of mind
• Differentiate from your competitors
• Immediate access to updates  so you can anticipate critical client needs
• Reduce infrastructure and management
• Improve communication
• Reduction in routine tasks, enabling staff to elevate work level
• Ease of use
• Mobility
• Enhanced security