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The Cap-Tran software suite is a revolutionary package that allows you, as the trusted advisor, to sell the right life insurance and annuity solution to your client. Unlike other software packages, this tool was created by advisors with two very important covenants in mind:
- A simple tool that is easy for a client to understand and easy for the advisor to use
- A tool that allows you as the advisor to present real solutions that lead to real sales
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This software tool is owned by Imeriti, Inc. and only our advisors can use this tool. Take a few minutes to review the information on this micro-site to learn more about how this tool can drastically increase your life and annuity sales. This site has tutorials on how to use the software, details on the six plans that can be created from the tool, sample plans, and much more.
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