Welcome to our visual dynamic software
Visualize how your money will grow with different financial tools
Get Access to a Dynamic Software
On our website you can get access to a third party software that can visually show you how different tools like 401 k’s, IRA’s and other qualified plans will perform against an Index Universal Life Insurance. All of this is done based on what you can afford to save to grow with any of these tools.
If you know what you want to save monthly, or if you have a lump sum of money that you want to grow safely, protecting it against market downturns, use the following steps.
1. If you don’t know how an Indexed Universal Insurance works, we recommend that you read our choke full of information website page on Indexed Universal Insurance. You can also download our e-book on the bottom of that same page to understand the technicalities of an Indexed Universal life insurance. If you don’t like reading a technical book, you can also watch our on demand webinar. We have dedicated our on demand web-class 2 out of 3 to explain the intricacies of Indexed Universal Life Insurance and what it can do for your family’s financial future.
2. If you know at least the basics of Indexed Universal Life Insurance, set up an appointment to talk to one of our consultants and request an Illustration for an Indexed Universal life insurance based on your terms. An illustration is basically a quote from the insurance company describing what they expect to happen to your cash value, what to expect to be charged in fees by the insurance company and a bunch of other information. An illustration can be as long as 70 pages and they want to be as throughroughly as possible explaining the terms to you.
3. When we have an Illustration from the Insurance company we scan all of the pages into our third party software that will make the Illustration a visual description of what is on all of those pages. Also, it will compare different other financial tools including their fees and that’s how you can compare apples to apples. When we have the Illustration scanned into the software, we will set up a zoom appointment to show you the results. Then it is up to you to decide what tool you would want to use to save and grow your money.
See you on the other side of technology.
For a free 1/2 hour consultation or to request several illustrations based on your situation, go to bookings.
Insurance and financial matters are complex and subject to change. The information provided on this website may not cover all possible scenarios or address individual circumstances. Any testimonials, case studies, or success stories shared on this website do not guarantee similar results for everyone. Individual experiences may vary based on a range of factors.
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Please reach out to us at contact@easyfinancialplan.com if you have any questions or concerns regarding the information presented on this website.
Last updated: [8/17/2023]
Financial Compass, LLC with the license number # 233411 in the state of GA, is the rightful owner of easyfinancialplan.com and is an insurance company and financial education company.