System Overview

This video gives an overview of the Agency Rocket system showing the basics of the 3 main components: Reach, Tracker & Analyzer.

Runtime: 6 mins 42 seconds

Analyzer Training

This video dives into more detail on the Analyzer system that compares a hypothetical qualified retirement strategy to an Indexed Universal Life policy.

Runtime; 24 mins

  • Learn how to properly save your illustration for uploading to the system.
  • Learn how to present the IUL strategy using Analyzer.
  • Learn how to use each of the sales tools included with Analyzer: the Indexing, Fees & Taxes calculators and resources.
  • Learn the various options available for the comparison including the lifetime income toggle, the non-qualified plan toggle, the equalize distributions toggle and the early withdrawal penalty toggle.
  • Learn how to use the inputs to show in real time how the affect both strategies.

Interactive Reports

This video showcases the Interaactive Reports add-on.

Runtime: 6 mins 15 seconds

Pro Branding

This video showcases the Interaactive Reports add-on.

Runtime: 6 mins 11 seconds