Gradient Insurance Brokerage : Software & Technology

Income Aviator

Providing income during retirement is like a process of flying through turbulence. Drafting a retirement flight plan with the INCOME AVIATOR can enable you to avoid such turbulence through calculated navigation.

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Income Aviator is a replacement of our Income Architect software. If you still need access to to Income Architect, click here.

Asset Altimeter

Help your clients evaluate the viability of their current retirement plans. Analyze your clients' current asset protection, asset allocation and tolerance to risk. Confidently suggest alternative strategies and product solutions.

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Asset Altimeter is a replacement of our Income Innovator software. If you still need access to to Income Innovator, click here.

IRA Maximizer

Planning your legacy does not have to be a daunting task. This report will illustrate how to take 1 underperforming asset and double, triple, even quadruple the after tax value your beneficiaries will receive. This allows you to enjoy the rest of your money throughout retirement without worrying if anything will be left for your family.

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Legacy Maximizer

This report is designed to take some of the uncertainty out of your future. By leveraging you existing investments and insurance wisely, you can create generational wealth that is well insulated from future tax law changes. The illustrations show the ability to tax a distribution and fund a life insurance policy thus dramatically increasing the beneficiary inheritance.

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IRA Legacy

IRA Legacy allows you to illustrate legacy to loved ones and show your client how to spread out tax liability for beneficiaries. This program includes charts and graphs of wealth transfer concepts.

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Portfolio Pilot

Portfolio Pilot Help your clients plot their retirement flight plan by analyzing the risk/reward ratio of their current portfolio as compared to one of Gradient Investments' 19 model portfolios. Avoid portfolio turbulence with this vidually powerful report. (For Advisor Use Only)

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FIA Hypothetical Calculator

This calculator historically illustrates year-by-year returns of up to three different crediting methods. Determine how different methods perform in varying market conditions. The results of this program produce the indexes return beside the index annuity return for that year.

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Consolidated Advisor

Consolidated Advisor is a unique Customer Relationship Management (CRM) software program that allows you to catalog and manage all important client information in one simple but comprehensive system. Its consolidated financial reports compile all client accounts into one easy to read report, and it offers prospecting and marketing campaign features.

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