Thank you, Jessica. I really appreciate your comment.

@Tiffany Baptist Hi Tiffany. Not really. If I remember correctly, Black Diamond was just too robust and expensive for my needs. Blueleaf is priced more reasonably, but there are still insurance companies that don't provide data. and in some cases, the client would need to setup the connection. I am looking at using Kwanti and adding the annuity products manually. I, or my staff, would need to update the values prior to meeting with a client, but that still may take less time than adjusting the spreadsheet that Im currently using. Im still open to any other suggestions.