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The Asset Cycle Portfolio System® is an exclusive Plug-N-Run® system that has earned itself the reputation of being "So Simple it’s Profound", by keeping money working in the most effective & efficient manner at all times. With this tool, advisors can illustrate many different hypothetical scenarios for their clients. The end result for every advisor…The Ability to Harvest & Manage 100% of a Consumer's Portfolio!
Wealthnetic's® Asset-Cycle Portfolio System® software answers the questions that many consumers are facing. In fact, after learning about Asset-Cycle many clients wonder why no one else has ever shared this with them before! This is an all-encompassing financial planning presentation approach. Our portfolio system is simple enough to understand that an Advisor can explain the concept on a single-sheet of paper. But what is so valuable is the way the simplicity engages in a cyclical effect designed to keep all of the client’s money working for them in the most effective and efficient manner at all times. Asset-Cycle Portfolio System® can take complicated financial plans and turn it into easily understandable illustrations allowing the client to comprehend the planning concepts and the applicability of chosen products to their overall financial plan. Our portfolio software is made so understandable that consumers can easily relate to its value and even explain the concept to others, generating new referrals for the Advisor... Making the plan virtually competitor-proof from any unscrupulous slam-bam-product-slickster. Plus, the cyclical effect creates predictable future cash-flow for both the client and Advisor.
Asset-Cycle Portfolio System® Highlights...
- The system is "So Simple its Profound" in Keeping Money Working in the Most Effective & Efficient Manner at All Times.
- RMD Illustration Capabilities - Illustrate RMD scenarios to show whether or not your client is keeping up with this requirement.
- Income Rider Illustration Capabilities.
- Time Value of Money Calculators
- Ability to Harvest & Manage 100% of Consumer's Portfolio (including fixed, equities and insurance)
- Password Protected Online Access with Client Data Storage for Annual Reviews, etc.
- Access to "Live" Case Design team with Turnkey Interactive Technology Link-Up
- Seamless integration with USA Financial Securities® Transaction Blotter
Once experienced, most Advisors make Asset-Cycle Portfolio System® a mainstay in the growth of their practice. Requirements obviously apply to maintain software-membership in this elite Plug-N-Run® Cross-Platform Marketing & Technology Solution for Professionals.
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"How do you utilize the Asset Cycle Portfolio System®?" Running Time: 3:48
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The information provided in the above video is for licensed financial professionals only and is not intended for use in soliciting sales from the public. Trademark and copyright protected, all rights reserved. The views expressed represent the personal opinions of the presenter, not necessarily those of Plug-N-Run® or its affiliates. Industry references are generic and not intended to represent actions or beliefs of any individual or entity. Content is only presented to illustrate general principles, beliefs or ideas and should not be construed as regulatory advice.