Wednesday, April 17, 2013
Trusts & Estates magazine presents the monthly Technology Review by Donald H. Kelley - a respected connoisseur of the software and Internet resources wealth management advisors use to further their practices.
This month Kelley provides his unvarnished opinions on a technology tool available in the practice today to evaluate life insurance. Kelley rates this tool 5 stars on navigation and design and 4 stars on the overall usefulness. The reports generated by this tool "are designed to be self-explanatory to any qualified life insurance professional and represent a significant savings in time and labor. The report is far more detailed than the typical life insurance illustration and uses graphs, stars and common financial terms to make the report more comprehensive than the typical life insurance illustration," states Kelley in his review.
Click Here to read more about Kelley's review and find out what tool he is reviewing...