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IUL · FIA · Presentation Software For Agents & Advisors

Built Exclusively For IUL And FIA.

Show your clients a clear path, so they can dream of the destination.
WealthLogix Go Beyond Data. Create A Journey.
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What You Get

Seven Tools. One Screen. One Story.

Every module was built for the IUL and FIA conversation, and every module connects, so your client follows one clear narrative from the first screen to the last.

Comparative Analysis

Line strategies up side by side with real, measurable differences your client can see for themselves.

Historical Simulation

Stress-test a strategy across dozens of rolling market cycles instead of one hand-picked decade.

Index Strategy Analyzer

Visually break down how caps, participation rates, and multipliers change the outcome.

Tax Scorecard

Reveal how taxes and Social Security interact with each scenario your client is weighing.

Retirement Buffer

Make sequence-of-returns risk impossible to ignore, and show how long the money lasts at different distribution rates.

Income Foundation

Measure an income rider's guaranteed production against hypothetical market portfolios, side by side.

Bond Replacement

Contrast a traditional equity and bond mix with an equity and FIA mix, across the metrics your client cares about.

Built Live, With Your Client

Adjust caps, contributions, and distributions in real time while the probability-of-success graph moves. Your client helps build the plan, so they believe in it.

Carrier Coverage

Illustrate IUL and FIA products from the carriers you already write.

allianz-life american-equity americo ameritas aspida athene bankers-life columbus-life corebridge delaware-life equitrust farmers-new-world-life fg global-atlantic john-hancock kuvare lincoln-financial massmutual mutual-of-omaha national-life-group nationwide north-american-midland pacific-life penn-mutual prudential protective securian security-benefit symetra transamerica

Carrier names and logos are trademarks of their respective owners, shown to indicate illustration coverage only. No carrier endorsement of WealthLogix is implied.

Why WealthLogix

Built By A Producer, For Producers

WealthLogix founder Kristen Cooper is a practicing FIA and IUL producer. She built this platform after failing to find tools that could turn complex product mechanics into a conversation clients actually follow.

Generic financial planning software treats IUL and FIA as an afterthought. WealthLogix treats them as the whole point. Every screen, every graph, and every comparison exists to move your client from confusion to conviction.

No static illustrations. No walls of numbers. A client-led journey your prospect can see, touch, and believe in.

The People Behind It

Kristen Cooper, Founder of WealthLogix
Kristen CooperFounder
Keith Cooper, VP Business Development at WealthLogix
Keith CooperVP Business Development
“When people can't see a path, they stop dreaming of the destination.”
Adam Grant, Hidden Potential

The Storybook

The WealthLogix Story In 40 Seconds.

One advisor, one family, and the moment a wall of numbers becomes a story they can follow.

Sound on. 40 seconds.

From Advisors Using It Today

Advisors Who Made The Switch

One month in, nearly daily use, and this software has already changed my business. It's rare to find software that makes you better at communicating, builds client trust, and helps you close more business. This one does all three.
Brian WReno, NV
I have never seen a more user and client-friendly software platform for advisors. It's hard to surprise me after 30+ years in the business. This has changed the way I and my team present forever. I am blown away.
Jason LSan Diego, CA
WealthLogix made it effortless to communicate the value of an IUL or FIA to clients. The visual clarity and impact go beyond what I could ever convey on my own. It has become part of my daily routine and I depend on it.
Jose RScottsdale, AZ

Request A Demo

See It On Your Own Cases.

Tell us where to reach you and we will set up a live walkthrough with real scenarios, not a canned slideshow.

1

We reach out. A real person from the WealthLogix team contacts you to find a time that works.

2

You see it live. A working session on the kinds of cases you actually write, IUL, FIA, or both.

3

You decide. No obligation, and you will not be asked to move contracts or change FMOs.

Prefer to grab a time right now? Book directly on the calendar.

For IMOs & BGAs

Partner And Team Programs

Bringing WealthLogix to a whole agency or downline? We work with IMOs and BGAs on group rollouts built around how your producers actually sell.

  • Group rollouts for agencies and downlines
  • Producer onboarding and hands-on training
  • Responsive, personal support for every producer

Select "IMO / BGA" in the form and we will bring the partner details when we reach out.

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