McCamish Systems offers the following retirement services featuring end-to-end solutions:

Advisorfolio™

Deferral+^®

VPAS^® Benefit Plan

VPAS^® Life, which is specifically designed for the sophisticated products used to fund executive benefit plans

Advisorfolio™ is a private labeled, Internet based communication platform that provides sales professionals with market-specific sales information, tax and regulatory updates, market education, prospect qualification tools and access to direct case support. Advisors have online access to the following services on a 24/7 basis including:

Market updates
Program education Support
Market-specific Q&As
Online Expert Advisor Broadcase
Case Management Tools
Benefit Program Announcements
Qualification Tools
Plan Document Library
Financial Modeling Tools
Sales-enabling Support

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Deferral+^® is an Internet based "sales enabling" service that assists users in penetrating untapped markets cost effectively. Deferral+® combines the most advanced design functionality of upper tier deferral plans in a delivery structure that can be profitably deployed in the mid-market. Regardless of your previous experience, you can now succeed in this market by relying on the customized support that is available 24/7 with services such as:

Marketing and Sales Support
Marketing Presentations
Personal Financial Analysis
Corporate Financial Analysis
Document Production
Enrollment

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VPAS^®BPA is a highly scaleable client/server based executive non-qualified benefit plan recordkeeping software that you can access through our outsourcing services or remote application software. Either model provides a complete suite of services including:

Liability Recordkeeping
Asset/Liability Matching
FAS Accounting Reporting
Internet-based Enrollment
Internet-based Participant Site
Internet-based Plan Sponsor Site

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VPAS^®Life is a life and annuity policy administration software platform that was designed specifically for the sophisticated products used to fund executive benefit plans. Along with McCamish's COLI policy administration services, VPAS® Life enables you to keep your products current and provide the differentiating service including:

Rapid Product Development
Liability Services Integrated
Internet-based Policy Owner Site
Internet-based Producer Site

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For more information about McCamish Systems, please contact our Sales & Marketing group at Solutions@McCamish.com or call 800.366.0819.

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