My Life Savings is a patent pending tool that can be accessed via a web browser or iPad. Within seconds, and using only information found on a client’s policy statement, the application can quickly and easily display the unrealized savings potential of ANY policy type (term, whole life, universal life).
Each "Savings Snapshot" will show you the 3 things that clients really want to know:
1) How much they could save by Replacing their current Policy?
2) How much more coverage they could have for the same cost?
3) How much reduced "paid up" coverage they could have if they never wanted to pay a premium again?