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FALL CONFERENCE SPECIAL
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!
Subscribe Today
Subscribe Today
Click Below for Subscription Terms and Conditions
Plans and Features
Plans and Features
Compare our subscription plans
Compare our subscription plans
Basic (DC)
Basic (DC)
$99
$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
Producer Partner
Producer Partner
$275
$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
Producer Choice
Producer Choice
$399
$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
Enterprise Version and Add-ons
Enterprise Version and Add-ons
Small Enterprise*
Small Enterprise*
$699
$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
Add-ons
Add-ons
$200
$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)
Add-On Designer Produced Illustration
Add-On Designer Produced Illustration
$75*
$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)