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RE: MCP Suite Professional

" [Client] was very impressed with the MCP software and the clarity it brings to the process. He agreed completely that the balanced made sense for his IRA and the aggressive for his exempt trust. He said I showed him exactly what he had asked of me and [he said] that nobody was even close in the work we had performed on his behalf." - E. M. of Houston, TX

Thank you for this software.

"I was able to help a client select the best EIA available in the market for his 401K rollover of $450,000. I'm confident that I made the best recommendation, with the use of your software and free training available on your website."

- E. R. of El Paso, TX

"GREAT SOFTWARE AND TEACHING AIDS! Thanks" - K. A. of Quincy, IL

First time using: $113,000 sale!

"We are very excited about learning to use the software & can see it will give us that extra edge we need to generate the volume of business to reach our goal this year. In fact, yesterday I closed a case for $113,000 using the software for the very first time!" - D. G. of Douglas, GA
 

First time using: $185,000 sale!

"I used your presentation for the first time with a client this morning where I was in competition with AmerEx. Using the Retirement Income ledgers, I was able to show that we had a much greater chance of achieving the desired income with my program rather than the competition. I picked up $185,000! Thank You!" - D. S. of Winter Park, FL

Monte Carlo simulation is off the charts

"The software is great. First of all, it puts my thoughts at ease about my product selection. Before the software - my solution was simple I didn't use EIAs even though the concept made sense I couldn't come to grips with the inner mechanics issue that I couldn't quantify but now can. Plus, the monte carlo simulation is off the charts - it illustrates so well how the EIAs act during distribution and give a probability of success figure - I'll give you a for instance. I ran, for a client in MC Planz a three year deferral and then a twenty five year distribution on just $100K with a desire to pull $6,000 per year - the EIA (a 55% part. with no cap S&P EIA and no spread) vs. the S&P Index - over 96% probability of success with the EIA [but] just over 60% using the Index - wow."

- M. Z. of Weirton, WV
 

Solution Driven software... $350 - 400K Sale
"Monte Carlo projections [$350 - 400K] for a 18K per year withdrawals, with 3% inflation on his IRA [showed that it] failed 91% of the time over a 20 year period. By mixing 70% EIA (55% participation P2Pt), 30% Small and Midcap funds produced a 100% SUCCESS Rate projection. I also compared with the SP 500 index, I included the 1.25% AUM fee and got the same results.  What I gathered from the modeling is this: Systematic Withdrawals in any portfolio without EIA or a MYGA will fail, 9 out of 10 times. Just taking away those negative return years adds a decade to any plan. This is what I need, independent software, not strictly product driven, but solution driven...."

- C. B. of Wyoming, MI

FIVE STARS

"Thank you for all of the time and effort you are putting into your services.  Your white paper on EIA’s is an excellent resource and should be read by all financial professionals.  Your software and printed material show a well balanced approach to analyzing EIA’s.  It is a shame that most insurance agents have no idea how the EIA’s that they are selling perform in different market conditions. If they had training in market history, chart analysis and your MCP Premium software they would be significantly more valuable to the public by offering products that would be tailored to their client’s needs and current market conditions.  Your spreadsheet was very effective in helping us pinpoint the exact product that performs the best under different market conditions.  I give you FIVE STARS for your excellent research and products." - J. R. of Hartselle, AL

Multiply my $1 million year

"Thanks again for all you do for me. I like starting historicals from 1990 - 2005 and 1975 to 1990. Both 15 yr periods start slower and have some peak. It gives a better perspective that last 10 years. People want both perspectives, I believe. You are a great resource. Hope multiply my best past $1 million year, with your help." - W. D. of Aurora, IL
 

"You are certainly working hard for us who are selling, and I appreciate all your hard work! I hope more and more in our industry listen to what you have to say and subscribe to the software." - J. Z. of Tyler, TX