- Planning Concepts
Below are some of the tax information you’ll be able to compare side-by-side to see how your clients’ taxes may be impacted in 2024
With Vive, your clients can easily quote their own term life insurance policies and submit applications, without the need for you to do it for them.
The quoting tool even includes your profile image, contact information, and firm logo, and can be easily shared with clients via email, your website, or a simple text message.
To learn more and register for a free account, head over to our Vive Client Portal Guide Page.
Below are some of the features you’ll be able to compare to better understand which product may help your client reach their planning goals.