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Advanced Sales Reference Service
The National Underwriter Company
5081 Olympic Boulevard,
Erlanger, KY 41018
Phone: (800) 543-0874
Email: info@nationalunderwriter.com
Website: ASRS
Available in paper, CD-ROM or internet based versions. For the Life
Insurance and Financial Planning Professional. Tap into this comprehensive
service offering detailed coverage of insurance and tax planning for
proprietorships, partnerships, and corporations. Find technical information
on estate planning for individuals, professionals, and business owners.
Also, access up-to-date information on federal and state income taxes,
estate taxes, gift taxes, and transfer taxes. ASRS is an excellent
source of information on state laws, uniform laws, government benefits,
insurable interest, living wills, revocable and irrevocable trusts,
and more. And this service is fully cited to authority.
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Advisys, Inc.
(formerly Kettley Publishing Company)
20271 SW Birch Street, Suite 200
Newport Beach CA 92660
Phone: (800) 777-3162
Website: www.advisys.com
Advisys, Inc. products, including Back Room Technician® and echoWealth,
are widely used to increase sales, train existing advisors, engage
high-level recruits, educate consumers on product offerings and market
to prospective and existing clients. The comprehensive reports, calculations,
charts, graphs and illustrations are used by Fortune 100 companies
and more than 65,000 financial professionals nationwide.
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CompeteUS
650 Hwy #7 East, Suite 308
Richmond Hill, ON L4B 2N7
Phone: (888) 316-5433
Email: support@competitor.net
Website: www.competitor.net
CompeteUS is the new generation of advanced yet easy to use
life insurance comparison software in the United States. The CompeteUS
software provides users with the ability to instantly shop and compare
among hundreds of term and other plans from well over 100 life insurance
companies in the United States. Comparisons are virtually instantaneous,
and include year by year cost and cost accumulation detail, side by
side comparisons and interactive graphic presentations, along with
numerous other beneficial comparison and evaluation functions. CompeteUS
also includes the Multi-Calc suite of financial tools.
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Forefield Advisor
Forefield Inc.
100 Locke Drive
Marlboro, MA 01752
Phone: (800) 550-6831
Email: sales@forefield.com
Website: www.forefield.com
Forefield Advisor is a real-time sales, education, and client communication
tool that enables financial advisors to deliver current, concise and
compliant advice to clients. Veteran advisors use Forefield Advisor
as sales and presentation tool that makes it easy to research and
communicate sound financial strategies. New advisors can become instant
experts on a broad array of financial topics using Forefield Advisor's
dynamic database of original articles and tools.
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Master Tax Guide Plus
CCH INCORPORATED
2700 Lake Cook Road
Riverwoods, IL 60015
Phone: (800) 525-3335
Email: info@cch.com
Website: Master
Tax Guide Plus
U.S. Master Tax Guide Plus (CD-ROM or internet based) is a complete
resource for enrolled agents, tax preparers and solo CPAs. It features
the industry-leading federal tax handbook for tax professionals
U.S. Master Tax Guide plus a comprehensive library of federal
source material covering everything from Internal Revenue Code, IRS
Regulations and tax court opinions to revenue rulings and procedures,
U.S. Tax Cases, and more. Youll have access to quick-answer
tools such as rate tables, selected depreciation tables, checklists
and a handy tax calendar, to help you find the information you need
quickly while showing you how the latest rules apply.
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Quickfinder CD-ROM
Quickfinder Handbooks
P.O. Box 966
Fort Worth, TX 76101-0966
Phone: (800) 510-8997
Email: info@quickfinder.com
Website: www.quickfinder.com
Income tax and financial planning Quickfinder handbook. The 2004 Edition
Quickfinder CD-ROM is improved, loaded with new features, and ready
to roll! Now you will be able to bookmark pages and forms that are
most relevant to you and your clients, make notes in the virtual margins,
and use a much more powerful search engine to get you where you need
to go. Used as a companion product with the printed Quickfinder Handbooks,
the Quickfinder CD-ROM provides a comprehensive tax research archive
to large firms and independent professionals alike.
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