Quickly model clients disability needs and resources if a disability event were to occur. IncomeMax allows users to model a client needs, resources, social security and existing insurance benefits. Quickly determine the amount of additional annual income a client requires to meet their needs.
Graphically illustrate a clients disability needs over
time and present a resulting annual income need required.
IncomeMax also provides a detailed ledger of annual needs and
resources that can be shown and included in client
reports.
