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Reference Software
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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. You’ll 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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