What Our Insurance Technology Delivers
Our cloud-native, custom-built calculators empower insurance companies and financial advisors to demonstrate the value of annuity and insurance products with unprecedented clarity and speed. We specialize in:
White-labelled portfolio construction tools that seamlessly integrate with your brand experience
Robust annuity analysis that simplifies complex concepts for clients
Custom calculators designed specifically for your product suite and client needs
Interactive visualizations that make abstract concepts tangible
Digitalizing the advisor & client experience for more effective conversations on the values of annuity products
Problems Solved
For Insurance Companies and Annuity Providers
Traditional insurance technology often creates bottlenecks that slow your ability to respond to market opportunities:
Legacy systems can't keep pace with evolving product offerings
Client-facing tools lack sophistication to explain modern insurance products
Time-to-market for new calculators can stretch to 6-12 months with traditional development
Compliance requirements demand consistent, accurate calculations that are difficult to maintain
For Asset and Wealth Managers
Explaining the benefits of insurance and annuity products requires powerful tools:
Demonstrating the value of complex products becomes simpler with visual analysis
Client education is enhanced through interactive scenarios and comparisons
Portfolio integration shows how insurance products complement existing investments
Regulatory suitability is supported with thorough documentation and analysis
Our Calculator Solutions Include
Tax Deferral Calculators - Show the long-term tax advantages of your products
1035 Annuity Exchange Calculators - Illustrate the benefits of switching products
QLAC Optimization Tools - Help clients maximise qualified longevity annuity contracts
RILA Calculators - Demonstrate the potential of registered index-linked annuities
Custom Portfolio Projections - Integrate annuities with existing investments
Insurance Companies & Annuity Providers
Our technology helps you accelerate product sales through better education and clearer illustration of benefits:
Marketing Teams can create more compelling demonstrations of product value
Product development can rapidly test and refine new offerings
Distribution channels gain powerful tools to increase advisor adoption
Digital teams can enhance client-facing platforms quickly and cost-effectively
Financial Advisors & Wealth Managers
Give your client conversations more impact with sophisticated yet accessible analytics:
Clearly explain how annuities fit into broader retirement planning
Model outcomes across different market scenarios
Demonstrate tax advantages with visual comparisons
Enhance client trust through transparent analysis
What Differentiates FinCalc
Speed to Market
Solutions delivered in weeks rather than the months or years required by legacy providers
Seamless Integration
White-labelled tools match your branding and drop effortlessly into your existing digital ecosystem
Unmatched Performance
Cloud-native technology delivers lightning-fast calculations that wow clients and advisors
Custom Flexibility
Tailored calculators address your specific products,and client needs rather than forcing you into standardized templates
Modern Architecture
API-first design means easy integration with your existing systems
"FinMason's calculator technology transformed how our advisors explain the benefits of our products. Implementation was remarkably fast, and the interface has significantly improved client understanding and adoption." ~ SVP, Major US Annuity Provider
"We needed to launch a calculator for our new RILA product quickly. FinMason delivered a solution in just six weeks that exceeded our expectations and helped drive first-year sales 40% above projections." ~ Product Manager, Leading Insurance Company
Ready to Transform Your Insurance Technology?
Find out how FinMason's Insurance Product Calculators can accelerate your product distribution and enhance client understanding.