If you are already one of our valued agents we first want to thank you for your business and continued support of our firm. Our partnership with this software provider is just one example of the many value added services that CG Financial Group provides you with. If you are considering working with us for the first time, we hope that you will discover the level of dedication we have to our agents by providing them with the best tools and programs in the industry.
The next time you meet with a client to take an application, these reports will take the mystery out of the allocation process. You will now be able to show your clients an accurate look at the past to help them determine the best path they can take to enhance their growth potential.
In the meantime, if you would like to learn more about Indexalyzer, read below. You can also complete the form toward the bottom of this page to have a sample report sent to your email.
Indexalyzer back-tests every known Index Crediting Method that exists in FIA and IUL products today and compiles that data into easy to use reports. It uses a 10 year time frame for all the back-testing to create a congruent method of analyzing products. If an index does not have enough history and there is no method of back-testing from the index itself, the index will be omitted from the reports. The reports are updated monthly by utilizing the closing price data and the current carrier rate levels from the first business day of each month.
With this report you can run list of products and crediting methods broken down in several different ways. You can use these reports to help you determine which products to offer or use them to help you solidify a sale.
Agents have been using this allocation strategy for years, but they have never been able to illustrate it. Now you can! With this report you can demonstrate your mastery of the Fixed Indexed industry by showing a client that not only are they buying safety but maximized growth potential as well.
If you are in a competitive situation you can show how superior your product is with this report. You can also do some competitive analysis for pre-sale purposes. This is also a great way to show a client the power of diversity by splitting up their dollars between two or more great products.
You can use this report to compare several different products at a time. You will have the ability to demonstrate diversity or use this in a competitive situation. This is also a great report to show how possible future rate reductions could affect the client’s over-all growth.
If you have clients that are still emotionally tied to the stock market or any risky equities, this report will help get them off the fence. We can demonstrate how the best product crediting methods in the industry compare to the actual market.
Until the full-blown version of INDEXALZYER IUL is ready, you can still use this report to guide your IUL clients into the best performing crediting methods available in their IUL.
One of the most lucrative un-tapped market in our industry our current FIA owners. You can use this report to demonstrate the power of all the new index options that have been recently made available. This is a powerful way to help these clients get more growth out of their “safe” money.
There is a new frontier of Income Rider products that have recently been introduced. The only problem is how to compare them. They are all roughly built the same way, with one difference…PERFORMANCE! This report will help you demonstrate the true way to compare these amazing products.
If you have a client or you yourself are partial towards a certain index, this report will show you all the products that use each index. You can compare each product based upon performance and know beyond a shadow of a doubt that you are offering the best product from each index family.