Empowering Financial Professionals with Smart Financial Tools.
Master Complexity, Deliver Clarity — Precision Tools for Financial Pros.
Empowering Financial Professionals with Smart Financial Tools.
Welcome to Abacus Wizard
The ultimate suite of solutions designed exclusively for financial professionals. It combines cutting-edge technologies to revolutionize how you serve your clients and grow your business. From calculators that simplify complex concepts to Annuity and IUL finders.
Accelerate Your Growth with Abacus Wizard
ONE MEETING CLOSE PRESENTATION
3 GOALS AND LIFE EVENTS DIALOG
This tool helps agents guide clients in planning for their lifestyle, retirement, and protection needs, with calculators for savings, term life insurance, index Universal Life (IUL) benefits for tax-free growth and flexibility. Recommended for new financial professionals with less than 6 months in the business.
3 MEETINGS CLOSE PROCESS
THE COMPLETE FINANCIAL PLANNING PROCESS
Designed for experienced financial professionals, this process teaches you how to gather client financial data and then analyze, present, and close deals effectively. It features presentations, Financial Needs Analysis (FNAs), robust case-building tools, and videos demonstrating proposal illustrations, application handling, and policy delivery—all in one streamlined system.
Mauricio Garcia’s “15 Minutes of Magic” kickstarts your financial planning journey by demystifying investments and taxes in just fifteen minutes. It explains key concepts like investment and tax diversification and introduces the innovative X Curve—a visual guide showing the shift from daily financial management to long-term wealth building for retirement.
FNA (Financial Needs Analysis)
A Financial Needs Analysis (FNA) is essential because it provides a complete picture of a client's finances—including income, expenses, assets, liabilities, and goals—ensuring that recommendations are tailored, relevant, and effective. Without an FNA, strategies may miss key details, leading to mismatches and unnecessary financial risks.
FNA Wizard
The ultimate tool for financial professionals, FNA Wizard simplifies the process of guiding clients through their financial needs. This app analyzes whether clients need to increase cash flow, build an emergency fund, eliminate debt, secure proper protection, save for retirement, or preserve wealth through estate planning tools like trusts. With its instant, comprehensive reports, FNA Wizard provides clear next steps for achieving financial security and wealth creation, empowering agents to deliver impactful, results-driven solutions.
Money Mastery ABACUS
Our suite of financial tools helps agents deliver tailored retirement strategies. From maximizing income with Retirement Analyzers, IRA Rescue, and Asset Income Maker, to guiding proper risk allocation with the Rule of 100 and optimizing taxes with tools like ZRO and XYZRO, we cover every aspect of retirement planning. Clients learn to diversify excess savings with Indexed Annuities or IULs and Maximize Social Security with Enhancer and Rescue. With our Annuity Finder and IUL Finder, selecting the best products is simple, ensuring smarter, more secure financial futures.