Preservation Advantage is a web based solution that helps agents search a database of insurance policies and provides a specific policy based on the inputs to a series of questions. In addition it then does the calculations to provides a company specific universal life policy whose death benefit is equal the value of the cost of the total premiums for both policies. The software will also calculated the amount of lump sum required to fund both policies, using either a deferred annuity or a SPIA.
The web site also has a video that can be used as a marketing tool to explain the concept to an agent's potential clients and to get them to call to discuss.
We would love to have you check it out at www.preservationadvantage.com a begin a discussion on its merits. The video is also posted on the ltcGuild