View the Debt Action Plan overview video to see the system in action! Learn how to create a Debt Action Plan scenario and have the software identify ineffient payments that can go towards the whole life policy. Then watch how the system processes your uploaded illustration PDF and generates a beautiful report showing your client their exact pay off date, the amount of money they will save and all the program details.
Runtime: 19 mins 24 seconds
The scenario builder of the debt action plan allows you to enter in your client's mortage, consumer debt, income sources, investment and insurances in an efficient manner. The system is flexible so you can enter in any financial scenario. Whether it's multiple mortgages, rental propery income or introductory rates for debts, the scenario builder can handle your client's unique situation.
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The comparison tab allows you to drag the year/month sliders to show the client a timeline of the payoff status of each debt.
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