Introductory webinar

Discover Equisoft/plan

Power up your business! 

Equisoft/plan is a complete financial and insurance needs analysis tool. It allows you to uncover all your clients insurance and investment needs, helping you identify sales opportunities and maintain compliance. This simple, mobile friendly solution allows you to quickly and easily produce detailed recommendations and professional white label reports that create consistently great customer experiences. 

In this webinar, you will discover an overview of the many benefits of Equisoft/plan

  • Simplify compliance 
  • Get an overview of your client's financial needs and goals
  • Create various analyses (Retirement, Life Insurance needs, and more)
  • Produce professional reports
  • Keep track of your ongoing, completed and expired analysis