Advanced Sales

The iPipeline Illustration Suite is the ideal vehicle for selling advanced, high-end market concepts. The Advanced Sales Module of the Illustration Suite steps you through the process with a simple, attractive interface. You will weave compelling presentations that resolve your clients' concerns and help them better manage their businesses, plan for the future, retain key employees, and solve real business problems. You will conduct more business, more effectively and more professionally.

Make Every Producer an Expert
The Advanced Sales system includes 30 concepts. When combined with the iPipeline’s Illustration Module (link to Illustration Module page), or one already in use by your company, Advanced Sales allows you to demonstrate how your financial products best meet your clients' needs.

  • Advanced Sales provides built-in training on market issues, taxation, and software procedures.
  • Overview summaries introduce each compliance-approved concept.
  • Reports display the analytical detail required by accountants, attorneys, and outside advisors.
  • Presentations combine the overviews and reports into a logical, easy-to-understand action plan.

Moreover, our Advanced Sales concepts are extremely easy to use. All you have to do is fill in answers to the topic questions, and the resulting values from the underlying illustrations, and advanced sales calculations flow through overviews, reports, and presentations.

30 Concepts Available:

Download a brochure on the Advanced Sales Module.

Download an Advanced Sales Module FAQs brochure.

 Learn more about the iPipeline Network.