Skip to content
Cash Value Pro
For Agents & Agencies

Turn financial details into a living blueprint.

Cash Value Pro is a financial planning and cash value life insurance platform for agents and agencies. Model scenarios, organize client details, explore retirement projections, and generate clear visual blueprints — so every client conversation is backed by more than a static illustration.

Request a Demo See how it works

Request a demo to see Cash Value Pro model scenarios for your own clients.

Cash Value Pro is a software platform. It does not provide tax, legal, investment, financial, or insurance advice.

Cash Value Pro Blueprints list for a demo agent: nine Blueprints for six fictional clients, each with its client, agent, and mode (Standard or Report).
Real Cash Value Pro screen · Blueprints list Demo agent account · fictional clients
Before & after

From static illustrations to living blueprints

Carrier illustrations are important, but they only show part of the picture. Cash Value Pro helps agents organize the surrounding client details, scenarios, and visual planning conversations. Here is the shift it makes.

Before

Scattered notes & spreadsheets

  • Client details spread across notebooks, inboxes and spreadsheets
  • Missed details that surface mid-meeting
  • Inconsistent intake from one client to the next
  • Time lost rebuilding the picture before every review
With Cash Value Pro

One modeling platform

  • Every client's financial picture captured in one blueprint
  • Scenario modeling for debt payoff, retirement & cash value strategies
  • Retirement projections and auditable, shareable reports
  • Reviews backed by clear visuals, not guesswork
Your client book

Every client, every Blueprint, one workspace

Each client record keeps their Blueprints, notes, files, and a running activity log together — so the next review starts where the last one ended.

  • Notes and files stay attached to the client, not scattered across inboxes.
  • Activity history records changes to the client's details over time.
  • Multiple Blueprints per client let you explore different directions for the same household.
Client profile overview: counts of Blueprints, notes, and files, with recent Blueprints, recent activity, recent notes, and recent files.
Client profile · overviewFictional demo client
Three Blueprints for one client: Carter Retirement & Legacy (Report), Second Direction Carter Blueprint (Standard), and The What If Carter Blueprint (Standard).
One client, three Blueprints · each one a separate direction to exploreFictional demo client
Model & optimize

See what debt is costing — and where freed-up dollars could go

In Optimization mode, choose a payoff approach for each debt and how much of the freed-up payment to redirect into the Blueprint. Cash Value Pro checks whether the payoff is fundable before anything is updated.

  1. 1Set the new payment for a specific debt.
  2. 2Choose the redirect into the Blueprint.
  3. 3Check the payoff: earliest available date, amount needed, and what the Blueprint has available.
Optimization panel for a car loan: new monthly payment $320, monthly redirect $30, payoff date October 2026, payoff needed $23,840.00, Blueprint available $30,747.58, surplus $6,907.58.
Optimization panel · one debtFictional demo household

Projected results after optimizing every debt · Optimization mode, end of 2052

Remaining Debt: $0. Projected balance, end of 2052. Interest Saved: $34,421. Projected minus actual interest. Total Redirects: $24,052. Recurring redirects plus one-time balance redirects during 2052.
Two moments in the same demo Blueprint: one debt being configured (above) and the projected results (here).Hypothetical projections
Retirement mode

Retirement income, laid out year by year

Accounts, income, Social Security, withdrawals, and debts on the left; income sources stacked against the annual target on the right — with balances and cash flow for any year you select.

Retirement mode workspace: sidebar with accounts, income, Social Security, withdrawals, and debts; income coverage chart from 2042 to about 2090 against an $84,000 annual target; 2058 results including a $1,158,142 Blueprint balance and $143,658 annual cash flow.
Retirement mode · income coverage (dashed line = annual target)Fictional demo household · hypothetical projections
Blueprint reports

Detailed, client-ready reports — built from the Blueprint

Report mode assembles the modeled Blueprint into a structured report you can walk through with clients: key numbers, retirement dates, Social Security, income, accounts, debts, and more.

Report section 05, At a Glance — Key Numbers: client age 49 retiring at 65, spouse age 45 retiring at 64, Blueprint balance at retirement $695,550, total assets at retirement $1,971,782, annual retirement income $120,000, total goal costs $300,000, interest paid $9,115, interest saved $25,765.
Section 05 · At a GlanceFictional demo household · hypothetical projections
Carrier offers

From projected strategy to actual carrier offer

After a carrier reviews a submitted case, agents can import the returned carrier information into Cash Value Pro, evaluate it against the existing Blueprint, and present the updated financial picture so the client can make an informed decision.

  1. 1

    Model the Blueprint

    Build and model the household's plan.

    In Cash Value Pro

  2. 2

    Carrier review & offer

    The case is submitted; the carrier returns its offer.

    At the carrier

  3. 3

    Import carrier results

    Bring the returned files and values into the client's Blueprint.

    In Cash Value Pro

  4. 4

    Model the actual offer

    See the carrier's numbers inside the existing Blueprint.

    In Cash Value Pro

  5. 5

    Present & decide

    Walk the client through the final report so they can decide yes or no.

    In Cash Value Pro

Step 1 · the modeled Blueprint

Optimization mode chart of a demo household's projected Blueprint balance by year, 2033 to 2052.
Optimization mode · projected Blueprint balanceHypothetical projections

Step 5 · the client-ready report

Report mode key numbers for the client: current age 49, retirement at 65 (July 2042), Social Security at 70, Blueprint balance at retirement $695,550, total assets at retirement $1,971,782.
Report mode · a separate exampleFictional demo household

Cash Value Pro is a software platform, not an insurance carrier. Offers, underwriting decisions, and policy terms come from the carrier. Cash Value Pro does not guarantee any insurance outcome and does not provide insurance, tax, legal, investment, or financial advice.

Watch the overview

See it in action

A quick look at how Cash Value Pro helps agents model scenarios, explore retirement projections, and turn client details into clear, visual blueprints for better client conversations.

Request a Demo See how it works
A note on scope: Cash Value Pro is a software platform that helps organize information and support planning conversations. It does not provide tax, legal, investment, financial, or insurance advice, and it does not replace the licensed professionals your clients rely on. Users should consult properly licensed professionals before making financial decisions.

See it with your own clients in mind

Request a demo to see Cash Value Pro model scenarios, explore retirement projections, and turn client details into clear, visual blueprints.

Request a Demo Contact Us

Know someone who could use Cash Value Pro?

Share this page with an agent, agency, professional, or individual who may find it helpful.