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FALL CONFERENCE SPECIAL

Attend a live online demo before October 31, 2021, and receive a $25 Gift Certificate to your favorite restaurant or retailer.  Look for us at NAPA and ASPPA National! Register Now!

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Plans and Features

Compare our subscription plans


Basic (DC)

$99

USD/user/month billed annually 

Intro Plan for DC Plan Designers


Designs are Subscriber Produced Only

1 User

Email Support

Executive Summary Report

SIMPLE IRA Plans and 

Defined Contribution Plans Only

Executive Summary Report

3 DC Plan Comparative Analysis

Learn More

Producer Partner

$275

USD/user/month billed annually

Best Buy for Financial Advisors 


Designer Assistance included

1 User

Same as Basic (DC) PLUS

1 Point of Sale ID (RFP)

3 DC Plan Comparative Analysis

Includes Defined Benefit Plans

Learn More

Producer Choice

$399

USD/user/month billed annually

Best Buy for Small Advisory/TPA Sales Teams


Designer Assistance Included

1-3 Users

Same as Producer's Partner

Email, Chat, and Phone Support

Includes Defined Benefit Plans

1 Point of Sale ID (RFP)

Comparative Analysis & Presentation

Combo Plan

Shared Access to Team Database

Security Profile for Supervisor Role

Learn More

Enterprise Version and Add-ons


Small Enterprise*

$699

USD/user/month billed annually

Best Buy for Small Enterprises

Designer Assistance Included

4 Users PLUS 

4 additional Point of Sale IDs

Branded Illustration by Producer

$200 / monthly

Insurance Calculations – Single Life, Key Person, Group Life, &

Pension/412(e)(3) 

Producer Analytics

*Large Enterprise - Ask for Quote

Learn More

Add-ons

$200

USD/month*

 Small Business & Enterprise Versions


Block of 2 users

Block for 4 POS IDs

Website & Custom presentation development (2 hours)

Access to APIs

Three DC Plan Comparison plus 1 Point-of-Sale ID (Company Portal for Proposal Requests)

Learn More

Add-On Designer Produced Illustration

$75*

USD

Available on all levels


3 DC Plan Bundle Design $150 (Ad Hoc)

Combo Plan (DC/CB) - $150 (Ad Hoc)

Purchase Illustrations as a Bundle 12 or more

(10% Discount)

License Now

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