Compare Features & Plans

View Plan

Premier

30 Day Free Trial

Included In Plan

  • Custom Colour Pallet & Logo
  • Fully Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Fully Unbranded Reports
  • All Templates
  • Unlimited Support

Billed Annually

$99.00 CAD / Month Select

Billed Monthly

$118.80 CAD / Month Select

View Plan

Elite

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Unbranded Reports
  • Term, UL, CI, Multiple WL Engine
  • Automated Term Rewrite
  • Recipe Automation
  • Unlimited Support

Not Included In Plan

  • Interactive Case Sharing (+ Analytics)
  • Credit to the Capital Dividend Account
  • Inforce Automation
  • Fully Unbranded Reports
  • Custom Colour Pallet

Billed Annually

$79.00 CAD / Month Select

Billed Monthly

$94.80 CAD / Month Select

View Plan

Pro

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • Brand With Your Logo
  • 5 Templates
  • Term Reissue
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (+ Analytics)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • Inforce Automation

Billed Annually

$59.00 CAD / Month Select

Billed Monthly

$70.80 CAD / Month Select

View Plan

Basic

30 Day Free Trial

Included In Plan

  • Unlimited Cases
  • T10, T20, T30 & UL Engine
  • 3 Templates
  • Unlimited Support

Not Included In Plan

  • Unbranded Reports
  • CI, Multiple WL Engine
  • Interactive Case Sharing (with Heat Mapping)
  • Credit to the Capital Dividend Account
  • Buy Term Invest the Difference
  • Automated Term Rewrite
  • Recipe Automation
  • All Templates

Billed Monthly

$39.00 CAD / Month Select

  Pro Elite Premier
Features *

$59

Monthly (CAD) *
Subscribe

$79

Monthly (CAD) *
Subscribe

$99

Monthly (CAD) *
Subscribe
Case Limit Daily No Limit No Limit No Limit
Logo
Case Memory
Rate Integration
Interactive Case
Edit PDF Template Components
Time Value of Money Calculator (Present Value)
Needs Analysis Calculator
Brand Colors
Client Import
Full Phone Support
Multiple Cash Value Products  
Fully Unbranded Reports  
Recipe Automation
Account Setup    
Case Opportunities Filter    
Combine Plans    
Interactive Case Sharing (with Heat Mapping)    
Credit to the Capital Dividend Account    
Buy Term Invest the Difference    
Automated Term Rewrite    
Early Feature Access    

* Monthly cost when paying anually

Other Features & Benefits



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