National Association of Estate Planners and Councils

Klark Proposal Software, Inc.

Klark Software is a simple, proven point of sale tool that uses color graphics to clearly illustrate the value and benefit of life insurance to your clients.  Since 1993 our program has featured a short learning curve, simple interface and minimal, customized output.  In today's selling world of social media Klark Software's strength of simple concept selling is being greatly utilized in Skype, Webex and email presentations.  The use of graphics in your proposal will make your sales process more efficient and help the client comprehend and retain the information presented.  Easy to use, easy to understand.  The simplicity of Klark Software is its strength.

The Estate Planning Program features a one page fact finder that, when completed, allows the entire presentation to be generated.  Visual, color graphics and text bring to your client's attention the fact that although estate taxes are unavoidable, there may be methods available to minimize their impact.  By interacting with the fact finder, our program calculates both present and future settlement costs for joint and single life scenarios.  Our “Cash Flows” proposal compares the three most common ways of funding settlement costs.  A loan, sinking fund and life insurance are illustrated at their present value allowing you to make an “apples to apples” comparison of the three funding methods.  A sample presentation of our Estate Planning Program can be found here

Our Business Program covers the fundamentals of a Cross Purchase, Key Person, Executive Bonus and other business planning concepts. It helps educate your client about the business agreement and the role that life insurance plays in the agreement.  Samples of our Business Program can be found here.  The Personal Program encompasses the "kitchen table" presentations.  It contains numerous proposals regarding Life Insurance, Disability, Long Term Care and Retirement.  Samples of the Personal Program can be found here.  Our software is updated in a timely manner to ensure accuracy and compliance.  Training and support are included as a vital part of service to our customers.

Download NAEPC pricing here.

A 30 day demo of our Estate, Business and Personal Planning Programs is available for your review.  There is no cost for the demo, no obligation and includes training.  With the training you will learn how to navigate around the software and how proposals are used in the field.  If you have questions, or interest in the demo, please contact our office at (800) 289-5774 or