Quickly capture client information. IncomeMax minimizes the information required to complete a case - it is not your contact management system - but will integrate with your system if desired. Note - whenever you may not know the answer, IncomeMax will help you out (i.e. Life Expectancy Tables)
Capture
Client Income and Tax Information. Start positioning the value
of a clients wages as an important asset in their overall
financial and insurance plan.
Quickly
and accurately model clients Social Security benefits.
IncomeMax provides 4 methods to determine the benefit
estimates based on the information a client has available. At
a minimum, clients will always leave with a better
understanding of what Social Security will and won't do for
them.
