How It Works

From your details to a visual financial blueprint — in three steps.

Cash Value Pro helps organize income, assets, debts, goals, retirement, and cash value life insurance details into a visual blueprint — so agents, and early-access individuals, can review scenarios and prepare for better conversations. Here's how the flow works.

See the three steps Read the FAQ

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

The process

Three steps to a clearer conversation

A calm, structured flow that works the same whether you're an agent preparing for a review or an individual getting organized for yourself.

Screens shown are from the Cash Value Pro agent application with a fictional demo household. Individual early-access features are still being finalized and may differ.

1 Step one

Build the blueprint

Capture everything that matters — income, assets, debts, goals, retirement, insurance and cash value details — in one structured blueprint, ready to model.

Enter income, assets, debts, goals, retirement and insurance details
Work through clear categories instead of a blank page
Pick up where you left off — information stays organized over time

Blueprint overview in Standard mode: totals for goal costs, monthly income, total assets, and total debt, with goals, income, assets, and debts listed for a demo household. — Standard mode · Blueprint overviewFictional demo household

Retirement mode income coverage chart stacking pension, Social Security, and 401(k) withdrawals against an $84,000 annual target, with 2045 results: $695,550 Blueprint balance and $120,000 annual cash flow. — Retirement mode · income coverage (dashed line = annual target)Hypothetical projections

2 Step two

Model & visualize

Model planning scenarios and review retirement projections, then see the full picture laid out clearly so priorities, gaps and questions stand out before any meeting begins.

View income, assets, debts and goals side by side
Explore and compare planning scenarios for discussion
Spot what's missing so you can fill the gaps early

3 Step three

Have a better conversation

Walk into reviews with licensed professionals prepared. With the details organized, the time is spent on understanding and decisions — not paperwork.

Arrive prepared, with the full picture in hand
Focus the meeting on questions that matter most
Connect with an agent or professional when appropriate

Report mode key numbers for the client: current age 49, retirement at 65 in July 2042, Social Security at 70, Blueprint balance at retirement $695,550, total assets at retirement $1,971,782. — Report mode · key numbersFictional demo household · hypothetical projections

In one blueprint

What you can model

Six core categories feed the blueprint — the foundation Cash Value Pro uses to model scenarios and compare planning projections.

Income & cash flow

Capture what comes in and goes out so the foundation of the picture is clear.

Assets

Bring together accounts, property and other holdings in one organized list.

Debts

Note balances and obligations so the full balance sheet is visible at a glance.

Goals

Record what you're working toward so conversations stay focused on what matters.

Retirement information

Organize the details that shape long-term planning into one consistent view.

Insurance & cash value

Bring coverage and cash value life insurance details into the blueprint alongside everything else.

Cash Value Pro helps organize information and support planning conversations. It does not provide tax, legal, investment, financial, or insurance advice.

Two audiences, one flow

The same flow serves both sides

Organize, see clearly, then have a better conversation — the steps work whether you're guiding clients or planning for yourself.

For agents

Agents and agencies can request a demo to see how Cash Value Pro builds each client's blueprint, models scenarios, and prepares clear visuals for reviews instead of rebuilding the picture from scattered notes each time.

Scenario modeling and retirement projections
Auditable, visual reports to discuss in reviews

Request a Demo How it helps agents

For individuals

Individual access is opening in stages. Join early access to be notified as the customer experience becomes available and prepare for clearer conversations with licensed professionals.

A clearer picture of your finances
Prepared and confident in conversations

Join Individual Early Access How it works for you

Watch the walkthrough

See the flow in action

A short look at how bringing the financial picture together makes planning conversations more productive — for agents and individuals alike.

Our value Request a demo

Questions

Frequently asked questions

A few of the things people ask most about how Cash Value Pro works.

Choose the path that fits you

Request an agent demo or join individual early access.

Request a Demo Join Individual Early Access