Answer the objections that stall a case, on the spot: any ILP fund’s real track record next to the S&P 500, what waiting for a dip would have cost, and how steady a fund’s dividend has been. Plus, we keep track of your own track record: every client’s policy valued daily, ready to show your next prospect.
FundS&P 500
Drag across the chart to measure any period. Hover for the prices on a day.
Tap a date, then tap another: the % between them appears.
Indexed to 100 at the start of the window. Price only, distributions not reinvested. Published daily prices. Past performance is not indicative of future performance. Not financial advice.
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Across insurersPrices every weekdayClient policies from statements
The objections that stall a case. Answered on the spot.
Real daily prices for every ILP fund, so your answer is a chart, not a brochure.
“Why not I just buy the S&P 500?”
Chart. Put any fund next to the S&P 500 and drag across the same dates. The % change for both appears.
“I’ll wait for the market to drop first.”
Simulate. Run a lump sum or a monthly plan on real history and show what waiting for a dip would have cost.
“Is the dividend stable?”
Dividends. Every payout a fund has made since launch, so they can see how steady it has been.
Your track record, kept for you
Portfolio. Upload your clients’ statements once. Every policy valued daily, ready to show your next prospect.
From advisers using it
Your clients trust you with their future.
We help to ensure that trust is never broken.
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Reference data for licensed advisers. Not financial advice. Fund prices sourced from insurer portals. Figures on the dashboard above are illustrative samples.
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Google and Apple sign-in don’t work inside Instagram or Facebook’s browser. Use your email instead: we send a 6-digit code, no password. Prefer Google or Apple? Tap ··· at the top right, then Open in browser.