Financial Snapshots Software

Dressander & Associates has software tools with easy-to-use visual guides to assist your clients

Financial matters can be confusing. As an agent, you aim to simplify and clarify the products to help your clients balance their portfolios. Dressander & Associates has developed software tools with easy-to-use visual guides to assist your clients in determining which choices and products will create financial harmony for them.

Dressander & Associates Financial Snapshots Software is:

• Easy To Work With
• Visually Appealing
• Excellent At Organizing A Client’s Finances
• A Great Teaching Tool
• Essential For Closing Sales

Our Financial Snapshots Software allows you to map out your client’s financial future in an easy to understand visual interpretation. In an otherwise confusing world, finances should be simple.

Financial Snapshots Software has colorful and conceptual graphics that are easy-to-read and understand for clients and agents. Created to be used at the point of sale, this software has many interactive functions to easily explain the benefits, and pitfalls, of certain investments.

Many of your client’s are uncomfortable with calculations and figures.  This is where our Financial Snapshots Software Excels.  It allows you to present to each client in a manner they understand.

This software is designed to help you guide your clients and determine exactly where Fixed Index Annuities fit into their total portfolio. By knowing exactly how FIA’s fit into your client’s assets, you will dramatically improve your closing ratio.