Klark Proposal Software Information

Klark Proposal Software is a proven sales presentation program that offers you a simple way to educate your clients about the basic, fundamental concepts of Business, Estate and Personal Planning. Since 1993 our programs have featured a short learning curve, simple interface and minimal, graphic output that is easy to understand. It is used by Life Insurance Agents and Financial Planners to help educate their clients about the concepts of proper planning and engage them in the decision making process. Simplicity in case preparation and sales presentation are the strengths of Klark Software. The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated. Visual graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact. In addition, they make your client aware of the fact that estate taxes must be paid for with cash and are normally due within nine months from the date of death. By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios. Our "Cash Flows" proposal compares the three most common ways of funding settlement costs. A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an "apples to apples" comparison of the three funding methods. A sample presentation of our Estate Planning Programs can be found here. Our Business Program helps educate your clients about the fundamentals of a Cross Transfer, Key Person, Executive Bonus and other business planning concepts. Samples of our Business Program can be found here. The Personal Program contains numerous proposals regarding Retirement, Needs Analysis and Life Insurance. Samples of the Personal Program can be found here. The Due Diligence section of the Personal Program contains a database of over 200 Life Insurance Companies. It allows you to compare companies either by ...