How to Get Access
Full access. You choose how.
Build your model first. Then decide whether you want a specialist's second opinion or to go entirely on your own. Either way — no subscription lock-in, no carrier contact, no pressure.
With Expert Review
$0 access
Access covered when you connect with a specialist
Build your full model first. Then a licensed independent specialist reviews your exact scenario — not to sell you something, but to tell you which path actually fits your goals. Your access is covered when you connect.
Full platform access covered
Specialist reviews your modeled scenario
Explains tradeoffs in plain language
No obligation to purchase anything
Community forum access
Self-directed
$79/year
No subscription lock-in · no calls · no pressure
Full access to every tool, every scenario, every product type. No advisor, no calls, no follow-up — go entirely at your own pace.
All tools and all scenarios
All product types: FIA, MYGA, DIA, SPIA
Ranked recommendations with full methodology
No advisor contact — ever
Community forum access
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