iPipeline CIS / Needs Analysis

Wealth Accumulation

The Wealth Accumulation module helps producers educate clients on aspects of savings such as timing, risk, growth, and tax-advantaged investing.

This module:

  • Serves as a financial calculator
  • Graphically illustrates the advantages of taxable versus non-taxable investments
  • Demonstrates the high cost of procrastination in committing to a specific planned need

This simple, effective calculator illustrates what sums are needed to obtain a desired future value, what a regular savings plan will amount to in the future, and the advantages of tax-deferred investing.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.

Wealth Accumulation