Important News and Developments

FUTURESYSTEM™ RELEASES EXCEL VERSION OF POPULAR FINANCIAL PLANNING SOFTWARE-  Future System Advisors, LLC (FSA) announces the release of a downloadable excel based version of their Planning Software.   It is a simplified, downloadable version of their web based planning software platform meant to provide an advisor with a very quick start, easy method to implement a full plan.  The Excel application contains all the basic functionality needed to execute the FutureSystem™ Planning Strategies.  It is a very easy to use interface with virtually no learning curve for those familiar with Excel. These licensees are for individual subscribers as well as included with the Enterprise version. 
To learn more, visit the FSA website at www.futuresystem.com. -- June 15, 2009

NEW LIFE INSURANCE PATENT -  Future System Advisors, LLC (FSA) is pleased to announce the U.S. Patent and Trademark Office issued a patent based on the FutureSystemTM Life Model (FSLM). The patent had been pending since 1999. The FSLM is an entirely new form of life insurance that solves many of the problems caused by traditional product chassis, such as U.L. and V.U.L. RGA Financial Group, an affiliate of Reinsurance Group of America (RGA) licensed the intellectual property of the FutureSystemTM actuarial model, built a pricing prototype based on the model, and is offering to insurance companies a turn-key service to develop for them a line of FutureSystemTM Life products. RGA has already built two FSLM products that are on the market through a major life insurance company and is currently in discussions with other companies. FSA also has a patent application pending for the FutureSystemTM Planning Process, which helps to position the use of FutureSystemTM Life Model policies and is available to be licensed by advisors. To learn more, visit the FSA website at www.futuresystem.com.   -- November 12, 2008 

Ben Wolzenski, a Fellow in the Society of Actuaries, summarized the differences between the FutureSystem™ Life Model and Variable Universal Life. Ben is a consulting actuary who represents RGA Financial Group as our marketing partner. Review the article, entitled “Beyond the Numbers, the FutureSystem™ Life Model versus Variable Universal Life.” ARTICLE -- Febuary 20, 2008 

Approximately 30 broker dealers have approved a FutureSystem™ Life Product version for sale by their registered representatives and over 400 have selling agreements. For more information and details contact Rob Thompson of Symetra Financial at 800-706-0700 x68025 or rob.thompson@symetra.com or visit the Symetra website. -- January 25, 2008

Symetra Complete (an approved FutureSystem Life Model. Patent Approved.) line of FutureSystem™ Life Model products has been approved for use in 45 states.  Visit Symetra for details. -- January 24, 2008

Hoon Kang, CPA/PFS, CFP, CLU, ChFC, and principal and founder of Elliott Bay Advisors, has become a FutureSystem™ Marketing Advisor coach and wholesaler for the Symetra Complete line of FutureSystem™ Life Model products. Hoon entered the wealth management profession after a decade as a tax practitioner, and emerged as a thought leader in the financial advisory community for his knowledge in advanced wealth management concepts, teaching and coaching other financial advisors. He is a nationally published author and speaks on occasion on wealth management topics to both professionals and lay people. Hoon also teaches personal financial planning at a local university near Seattle. Hoon’s contact info is 8420 NE 152nd St, Kenmore, WA 98028; (206) 274-5936; hoon.kang@elliottbayadvisors.com -- January 23, 2008

Tommy Bernard, using his unique status as a FutureSystem Coach, recognizing the opportunities provided by the FuturSystem™ Life Model and Planning Process, has built a professional team to assist fee-based,  fee only advisors and sponsoring organizations. Tommy specializes in the high end financial planner and posses considerable expertise and practical knowledge in the FutureSystem Life Model, the Planning Strategies, and Software. Tommy can be reached at 225-761-4012 or www.tommybernard.com. --January 10, 2008

The prospectuses for Symetra Financial's FutureSystem™ Life Model product line show many new subaccounts including an ETF family and Vanguard index funds. Also 12 b1 fees have been removed from other funds.  Visit Symetra for details. -- December 3, 2007

Comparison Excel Worksheet Developed for Advisor Use illustrating an example of the ultimate difference between a FutureSystem™ Life Model product and an annuity product model. -- September 2007

"New Life for Life Insurance" - September 2007 issue of Financial Planning

Entirely "New Life Insurance Challenges Convention" Unique Wealth Management Solution-- Feb. 22, 2007 CLICK HERE FOR ARTICLE

Bob Veres Inside Information, January 2006 "Here's a product--and the thinking behind it--that could change an industry. More importantly, it might help you provide better planning service." CLICK HERE FOR ARTICLE

McCamish Systems, RGA and Future System Advisors form marketing alliance -- November 17, 2005 CLICK HERE FOR ARTICLE

Companies to Market New Kind of Life Product -- November 17, 2005 CLICK HERE FOR ARTICLE