Build trust with prospects, guide them through impactful financial decisions, and form lasting relationships.
Nexus is designed to delight with simple inputs and outputs, grounded in rigorous financial planning concepts.
Innovative Sales Enablement
Compelling Comparisons
Guide meaningful conversations by comparing a current Financial Profile versus a Proposal Plan. See how suggested changes impact one's performance score, taxes, overall wealth, and most importantly, their ability to retire more comfortably and worry less.
Cover the Income Gap
Running out of money is always a concern, and even more so during retirement. Nexus helps you quantify the income gap amount, and shows you how the gap is covered - be it from insurance or the portfolio. Utilize our Income Rider FIA, or other guaranteed income models to see how your proposals are impacted.
Dynamic Volatility Buffer
The Volatility Buffer feature on Nexus is a powerful tool that automatically creates dynamic distributions to satisfy spending goals and make assets last longer in the face of sequence of returns risk.
Annuity Models
Incorporate growth and income annuities into your plans with confidence. Nexus provides several annuities, with more on the way. We pride ourselves on rigorous models that are transparent and realistic, from accumulation to taxation of withdrawals, we've got you covered.
About WealthCentral
Learn more about WealthCentral and our mission to shape financial futures.
Need help?
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