Preserving and enhancing client wealth
OPUS CONCEPTS provides the advisor with tools to illustrate the use of financial products to generate and protect personal and business wealth. Concepts paint a picture for the client of a financial problem or opportunity, which they may not realize they have. The individual modules within OPUS CONCEPTS produce and compare multiple solutions to these financial situations thus enabling the advisor to easily recommend which product option best fits the clients’ circumstance.
Features
- Seamless integration means all data entered in the Client or Financial Worksheets is automatically populated in the Concept module.
- Concept executes a series of calculations to establish an appropriate amount of insurance, and calculates the associated premiums.
- Graphs are used to illustrate the time series values for different solutions.
- OPUS concepts are interactive collecting the case data throughout the presentation.
- Where appropriate, Storyboards lead the client through the process, providing written as well as visual indicators of the key topics.
- Data flow: Fields input from the Client or Financial Worksheets are automatically populated in the Concepts module.
Benefits
- Client relationships are enhanced by offering multiple solutions to the client.
- StoryBoards act as training material for new producers.
- Eliminate repetitive data entry and human error allowing the producer to make the sale quickly and easily.
Sub modules available:
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- Buy-Sell
- Estate Preservation
- Estate Bond
- Family Protection
- Insured Retirement
- Key Person
