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Presentation Software to help
"Sell the Concept"

For the financial advisor wanting to create customized, professional looking presentations with ease, Klark Software is the answer. Since 1993 our software has featured a short learning curve, simple interface and minimal, graphic output that is easy to understand. Advisors use Klark Software to educate their clients about the fundamental concepts of Business, Estate and Personal Planning. The simplicity of Klark Software is its strength. Our program lets you create proposals for the following areas of planning:

  • Life Insurance
  • Annuitues
  • Retirement Planning
  • Long Term Care
  • Estate Planning
  • Key Person
  • Cross Purchase

*Demo Programs*

For interested parties, we offer a 30 day demo of our Business, Estate, and Personal Planning Programs. The demo is a full, working version of each program allowing you to create proposals to use in your presentations. There is no cost, no obligation with the demo and includes training. With the training you will learn how to navigate around the software and how proposals are used in the field. The initial training session lasts about 45 minutes. You may order the demo program only once. To order a demo, contact us (800) 289-5774 or email your request to support@klark.com.