Meridian CRM Products

Flexible tools for advisors who want to win every case meeting

Integrated planning modules built specifically for life insurance and financial advisors. Use each tool independently or combine them into a complete client experience, from the first conversation to the signed application.

Real-time calculators

Model infinite financial scenarios instantly. Interactive sliders let clients play 'what-if' and see the impact of every decision in the room.

Presentation-ready dashboards

Every module produces a clean, branded visual your client can understand, no spreadsheets, no apologies, no lost deals.

Client reports in minutes

Generate customized, advisor-branded presentations from any module. Build your client's roadmap without rebuilding it every time.

Compliance by design

Suitability prompts, disclosure footers, and audit-friendly outputs built into every tool. Stay confident with evolving regulations.

Retirement Income Planner

Bring your client's retirement story to life

Explore how your client's retirement goals align with their existing income sources. Identify income gaps and propose guaranteed income solutions in an easy-to-understand format that keeps clients engaged from the first meeting.

  • Set retirement goals
    Easy data entry quickly uncovers your client's current financial situation and income targets.
  • Identify income gaps
    Build an income floor that solves for your client's needs and exposes where risk lives in their plan.
  • Run real-time simulations
    Monte Carlo projections and interactive sliders let clients play 'what-if' and see results instantly.
  • Propose guaranteed income solutions
    Showcase annuities, FIAs, and life insurance holistically alongside investment strategies.
Projected Retirement Income
Ages 65, 95 · Monte Carlo median
Portfolio Income floor
Powerful planning meets a simple interface

Retirement Income Planner was designed by advisors who understand the challenge of delivering detailed financial plans in a format clients actually follow. Interactive sliders and animated graphs let clients adjust assumptions on the spot, so they leave the meeting with clarity, not confusion.

Tax Strategy Pro

Sophisticated tax analysis. Clear results your clients will act on.

Help clients understand the true cost of tax-deferred accounts, the value of tax-free income, and what a smart Roth conversion strategy could mean for their retirement, explained simply, shown visually.

  • Tax bucket visualizer
    Show clients how their wealth is divided across taxable, tax-deferred, and tax-free buckets at a glance.
  • Roth conversion ladder
    Model year-by-year conversions and instantly show the tax impact before, during, and after the strategy.
  • RMD planner
    Project Required Minimum Distributions from age 73 forward and flag years where income triggers IRMAA surcharges.
  • Strategy comparison
    Side-by-side: current path vs. optimized strategy, with lifetime tax savings shown as a headline number.
Tax Diversification
Score · current allocation
52
/ 100
Taxable
22%
Tax-Deferred
58%
Tax-Free
20%
From complex tax code to clear client action

Tax Strategy Pro turns some of the most complicated planning concepts, IRMAA tiers, RMD sequencing, Roth conversion windows, into visuals your clients can see and feel. No tax degree required. Just enter the numbers and let the tool tell the story.

Business Owner Suite

Address all areas of business succession planning

Business valuation, business continuation, and key person planning, explained step by step so your business owner clients can see the need and take action.

  • Buy-sell agreement designer
    Calculate the exact coverage each owner needs and show whether entity purchase or cross-purchase is right for their structure.
  • Key person valuation
    Quantify the economic value of a key employee and illustrate the revenue risk their loss creates.
  • Section 162 executive bonus
    Show business owners how to fund a meaningful executive benefit using pre-tax dollars and life insurance.
  • Step-by-step animations
    Complex funding strategies explained visually, so clients see the problem and the solution without needing a law degree.
Buy-Sell Funding · Cross-Purchase
Ownership structure · 3 partners
Partner A
Ownership
40%
Coverage
$2.0M
Partner B
Ownership
35%
Coverage
$1.75M
Partner C
Ownership
25%
Coverage
$1.25M
Total business value: $5.0M
You don't have to be a business planning expert. Let the tool be the expert.

Business Owner Suite walks advisors and clients through the three pillars of business succession planning with clear inputs and compelling outputs. Walk into any business owner meeting prepared to uncover needs and propose solutions, in the same conversation.

Cash Value Designer

Visualize whole life and IUL accumulation with clarity

Stop explaining cash value with words. Show it. Carrier-aligned ledgers, MEC testing, and loan modeling, in a clean, client-ready illustration your clients will actually understand.

  • Whole life and IUL illustrations
    Model either policy type with policy-year ledgers showing cash value, death benefit, and cumulative premiums side by side.
  • MEC alert system
    Automatically flag if premium inputs would create a Modified Endowment Contract before it becomes a problem.
  • Loan and withdrawal modeling
    Show clients exactly how a policy loan or partial surrender affects their cash value and death benefit going forward.
  • Branded client report
    Generate a print-ready illustration with your name, firm, and disclosures in one click.
IUL Illustration
Cash value vs. cumulative premiums
Breakeven · Year 14
Cash value Cumulative premium
From confusing ledger to clear client story

Cash Value Designer replaces the carrier illustration PDF with something advisors and clients can explore together. Adjust the premium, toggle the riders, model a loan, and watch the chart update in real time. Breakeven year, MEC threshold, and 20-year snapshot all surface automatically.

Estate Snapshot

Designed to simplify complex estate planning concepts

You don't have to be an estate planning expert, let the software be the expert. Estate Snapshot breaks estate planning down to the fundamentals so clients understand their options and feel confident taking action.

  • Beneficiary flow visualizer
    Show clients exactly how each asset travels from their estate to their heirs, by will, trust, beneficiary designation, or joint tenancy.
  • Estate tax estimator
    Apply federal exemptions and flag state-level estate taxes automatically based on the client's state of domicile.
  • Liquidity gap analysis
    Identify whether liquid assets can cover the estate tax bill, or whether a forced liquidation risk exists.
  • With and without life insurance comparison
    Show the clear before-and-after of adding coverage to close the gap and protect the legacy.
Beneficiary Flow
Estate value: $4.8M
Investment
Real estate
Life insurance
Trust
Joint
Beneficiary
Spouse
Children
Charity
Minimal inputs. Powerful results.

Estate Snapshot produces a complete estate flow diagram from just a few simple inputs, estate value, asset types, beneficiary names, and existing coverage. The result is a visual your client can take home, share with their attorney, and actually remember.

Client Presenter

The fastest way to look like the most prepared advisor in the room

Cinematic, plain-English meeting decks with live calculators built in. Build a complete client presentation in minutes, not hours, and deliver it on any device.

  • Drag-and-drop slide builder
    Choose from 11 pre-built slide types and arrange them into a deck that fits your meeting flow.
  • Live calculators in the deck
    Embedded mini-calculators let you adjust numbers live in front of your client without leaving the presentation.
  • Pull from any Meridian module
    Import charts and key metrics directly from Tax Strategy Pro, Retirement Income, Cash Value Designer, and more.
  • Professional PDF export
    Generate a branded, leave-behind PDF with your name, firm, and compliance footer on every page.
Slide 04 · Key Numbers
Your retirement at a glance
$8,200
Monthly income
94%
Plan success
$1.2M
Legacy at 95
Prepared by Jane Advisor, CFP® · Meridian Financial
From blank deck to polished presentation in minutes

Client Presenter includes four ready-to-use templates, First Meeting, Retirement Income Review, Life Insurance Needs Analysis, and Business Owner Introduction, so you can walk into any appointment prepared without starting from scratch.

Bundles

Save more when you bundle

Three thoughtfully designed plans. Switch tiers any time.

Meridian Essentials

Everything a new advisor needs to look sharp in front of clients

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  • Retirement Income Planner
  • Cash Value Designer
  • Client Presenter
  • Branded PDF reports
  • Email support
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Meridian Professional

Built around the conversations that win the most cases

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  • Everything in Essentials
  • Tax Strategy Pro
  • Estate Snapshot
  • Monte Carlo simulations
  • Priority support

Meridian Ultimate

The complete Meridian CRM suite, every module, every update

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  • All six modules included
  • Business Owner Suite
  • White-glove onboarding
  • Dedicated success manager
  • Early access to new tools

All plans include a 14-day free trial. No credit card required.

Get in touch

Start a conversation

Still have questions or want to see a specific module in action? Send us a message and a member of our team will be in touch as soon as possible.