Asset allocation is one of today's most discussed investment strategies. The big
question for most sales people is not "Does it work?" - that is commonly
acknowledged - but "How can I use it?".
Asset Allocation strategy applies to the
selection of both mutual funds and variable annuity investment options, and our program
can be distributed in conjunction with
either MF/ILLUSTRATOR or VA/ILLUSTRATOR or
distributed as a self-contained, stand-alone program.
Many companies already have Asset Allocation sales materials, such as folders and
brochures, and some even have printed forms with questions and scoring procedures.
This is a good start to using this powerful sales concept, but still leaves too much tedium
and opportunity for error in the scoring, and uncertainty in the portfolio design.
This is truly a concept that benefits greatly from the computational power of the
computer combined with an interactive user interface that simplifies and speeds up
the process and yields a specific answer to the client's question "What's right for me?"
Our program has been carefully designed to give the sponsoring company complete
control over the entire process while still preserving the independence of the
salesperson and client in making the final selection of investments from among those
included with the program. This control enables both the marketing and
compliance departments to be satisfied with the presentation and the results.
Click here for details about our Approach and Process
for Asset Allocation