Demo Videos

Click the links below to access the demo videos for the different tools available in the Financial Foundations™ suite.

These demo videos are built to show what each calculator does and what it reports so you can see for yourself the value they can bring to your practice. For a more in-depth and systematic overview of each tool, simply sign up for the 30 day free trial and visit the library page to access the training videos for each respective tool.

More tools coming soon...

• Legacy & Estate Planner (Use this tool to illustrate the best assignment of assets to maximize income, savings, and legacy.)
• P&C Costs & Cashback Comparison (If you sell for a company with a cash back program on their personal lines, use this calculator to show the hundreds and thousands that your clients can save over time.