top of page
SOURCE BROKERAGE
a Crossroads Financial Group Company
Sales Tools
Calculator Library - 50 different calculators for Mortgage & Loans, Savings & Investments, Retirement, Tax, Personal Investments, Insurance, and Business. Sponsored by American National.
Life - Calculators & Other Sales Tools
-
Personal Fact Finder form
-
Business Fact Finder form
-
Needs Analysis form
-
BMI Calculator - Many companies use Body Mass Index (BMI) to determine rate class and ratings instead of traditional height/weight charts.
Annuity - Calculators & Other Sales Tools
-
Glossary of annuity terms
-
CD Calculator - Use this to find out how much interest is earned on a certificate of deposit.
-
72(t) Distribution Calculator - Impact on retirement fund balances.
​
​
bottom of page