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The software is great.... it puts my thoughts at ease about my product selection. Before the software my solution was simple - I didn't use EIAs ...”

Michael Z.

 

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MCP Suite 2007 Basic

A Software Suite Designed for the Financial Professional.

With its focus on retirement income and long term growth, MCP Premium is the industry's most complete and most comprehensive indexed annuity software. You'll have tools to analyze, compare and present equity indexed annuity credit method performance - and 'stress-test' income plans.

Would your sales improve - and your clients be better served - if you could find the best products AND demonstrate how the EIA meets retirement income needs? We think so. Our simple to use programs are based on decades of proven, academic financial analysis by Nobel laureates of modern finance.

Screen shot: the Suite's 3 main modules are 'wizards', for ease of use. (click to enlarge)

           Software Brochure (PDF)


Suite Features

Sample Reports

    • HyStudy: Historical Hypotheticals Learn more

    • ImmStudy: Income Planning Learn more

    • MCPlanz: Monte Carlo projections Learn more

    • EIA Ratings Analysis Tools: Learn more

    • Complete database of 700+ EIAs: Learn more

    • Includes the internet tools 'Income Planning
      Suite' & 'EIA Credit Method Rating Service'

    • Complete online tutorials & user manual

    • These credit methods supported: Daily Average, Monthly Average, Monthly Cap, Point to Point, Vesting, Annual Reset, Multiple-year Reset, 90-day Low Water, and Performance Trigger!

    • Stock indexes provided: DJIA, EuroStoxx 50, Nasdaq 100, Russell 2000, SP400, and SP500.

 

A split-annuity income plan with guaranteed income and deferred growth:

See below how the same income scenario can be presented, demonstrating different time periods for the same EIA:

Other reports are great as supplemental presentations or just for your analysis:

We also provide PowerPoint presentations to help educate your clients:

Frequently Asked Questions

Get answers to some common questions at this popup page.

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Software Demos

Watch a pre-recorded Demo or subscribe to a Trial at this page.


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Licensing Options 

Individual License: Single user, for
use with their own clients. $350
1st year;
$245 annual renewal thereafter.

 

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Group License: To use our reports for someone other than yourself, you need an Enterprise license.

 

 

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