Automate Your IUL and Annuity Modeling Process with AI
Investipal's Advanced IUL & Annuity Modeling tool simplifies policy design, premium calculations, and proposals, enabling advisors to focus on client relationships instead of manual tasks.
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Trusted by advisory firms across North America
Forecast Growth with Clarity
Show clients the future with precise growth simulations benchmarked against market indices, making complex products easier to understand.
Automate Tedious Calculations
Eliminate hours of manual effort with AI-driven tools for premiums, policies, and withdrawal strategies.
Compare Scenarios with Ease
Quickly evaluate multiple policy strategies to identify the best fit for your client.
Create Proposals That Win
Generate personalized, data-driven proposals that inspire confidence and turn prospects into long-term clients.
Better operations and smarter resource utilization.
Free up your time to spend on higher-value activities.
Perfect for Your Practice
Discover how different financial professionals use this feature
Enterprise-Grade Security
Your data is protected with bank-level security
Compliance & Privacy
Ensure adherence to SEC/FINRA standards with built-in compliance and privacy features. No user data is used in training.
Security
Investipal is SOC2 Type II compliant and all data is fully protected with advanced encryption and secure protocols.
Scalability
Grow through technology, not headcount.
"We're deeply committed to integrating cutting-edge technology to transform the financial planning and investment management landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes to elevate the client and advisor experience."
See Investipal in Action
Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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