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Financial Review

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KnowIT™

Access to client information via the web

Quarterly Rapport

Customized company newsletter for your prospects and clients

Financial Review

Compliation of all your clients accounts in one easy to read report

Expert Help

Expert help via phone or the web

Quarterly Financial Review

Get your clients in the know...

See the whole picture...

Our consolidated reports will have you seeing your clients in a whole new light. We compile all accounts; Fixed, Variable and Indexed annuities as well as stocks, mutual funds and variable life into one easy to read report.

See.Manage.Know

One year look back period
Change from previous quarter
Asset allocation graph
Important plan to dates

More Highlights here:

Organizes your clients by fixed and equity indexed business
Identifies non-income producing premium
Identifies which groups of your clients are best suited for equity or fixed products
Keeps track of Planning Dates, Free Withdrawals and Maturing Accounts
Tracks Annuitizations
Calculates Required Minimum Distributions (RMD)

Quarterly Rapport
Financial Review
Customized CIM
Expert Help
Hosting Web
Web Design
Online Forms
Online Meetings

IAS offers industry compliant web design and hosting at affordable prices. We can integrate our fillable online forms with your website. Your customers or clients will be able to fill out required forms online which saves you time and money!

With our virtual online meeting technology you can share applications and meet with clients online.