IncomeWizardPRO provides superior analytics and data for making decisions about the most suitable product(s) for a particular client’s needs. Using Income Wizard an advisor can scan all products available from all carriers.

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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.

  • 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”
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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.

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If you have questions?

Call Sales: 1- 312-346-7797


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