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WinFlex Web

Side-by-Side Comparisons

Helping a client or advisor understand the differences between policies can be challenging.

The WinFlex MultiPlan report allows users to easily present carriers and products in a side-by-side format so they can better assist the client in choosing the appropriate plan.

 

 

 

 

 

 

 

 



Advanced Sales Concepts
Illustrate the latest sales concepts including split dollar, deferred comp, and executive bonus. Learn More

 

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