Income Wizard 4+
For Financial Professionals
Tangram Solutions LLC
Designed for iPhone
-
- Free
iPhone Screenshots
Description
We're a great team of highly qualified Financial experts, Professionals, Technologists and Researchers who have done extensive industry research and have been studying how to build Innovative platform/solution that makes today’s complex annuities management simpler, efficient and more personalized. The Innovative WealthBookTM platform was evolved the platform makes it all possible for firms, Advisor’s and their clients and more.
IncomeWizard ProTM - a first-ever sales tool for insurance companies that enables ‘One Meeting Sales’. As Income Wizard Pro caters to IMOs and BGAs that want to bring their sales game to a whole new level.
Benefits:
• Helps close sales faster — “One meeting sale!"
• Reduces risks — “Compares wide range of products”
• Eliminates phone tag, frees up MR’s time — “More time to sell”
What Does It Do:
Provides agents with the optimal annuity(s) policies and quotes for a specific client situation within minutes, while letting their MR monitor and track all agent quotes from start to finish.
What’s New
Version 1.0.7
Bug fixing
Updated UI
App Privacy
The developer, Tangram Solutions LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Not Collected
The developer does not collect any data from this app.
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Tangram Solutions LLC
- Size
- 21.9 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 11.0 or later.
- iPod touch
- Requires iOS 11.0 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2019, Tangram Solutions LLC, All Rights Reserved
- Price
- Free