Interactive Reports

Interactive reports takes all the features of the IUL Analyzer and creates a password protected web page specifically for the client. They are able to view videos, drag the sliders to see the comparisons and update numbers on the qualified plan to see how it affects the outcome. You can also set a personal message to that specific client.

Pro Branding

Pro Branding allows agents to customize their "My New Retirement" website as well as the Agency Rocket system colors and logos. It also allows agents to set up advertising tracking code on their "My New Retirement" site. Agents can also customize the signature on the automated emails that are sent out by the system.