Client Friendly Visuals

Client Friendly Visuals

Cifico’s mission is to enhance the financial planning experience for all. Departing from the visual norms of finance - pie charts, flow charts, graphs, and spreadsheets - we animate financial products and strategies in the form of explicit video content that is instantly understandable and engaging.

Cifico Play  Life Insurance

Cifico Play
Life Insurance

Cifico Play is a simple, nimble, fun presentation tool for new and seasoned advisors. Just add your life insurance illustrations and press play to see policies change over specific years - or an entire lifetime. Key in data for investments, real estate, cash-flow, and annuities to present a more wholistic animation.

Rewind, fast-forward, speed view and pause to discuss points of interest
Compare multiple policies, assets, and strategies quickly
Save and manage presentations easily

Set your firm or personal practice apart. Cifico Play for Life Insurance costs $57 per month per subscriber (in-app PDF purchases). Cancel anytime, risk-free. Contact us for package rates. For a free case prep demo, email

Cifico Play  Life Insurance

Cifico Play
Life Insurance

Case prep faster and discover alternative financial solutions for clients.

Present in-person or remotely
Educate clients with clear, dynamic visuals
Show how multiple policies and assets interact over time
Use text cues to pace conversations
Instantly combine policies for a consise review.




Permanent Life Insurance

Solid outline circles represent new or inforce permanent policies: whole, universal, indexed and variable life (includes all riders, withdrawals and borrowing). Solid outline polices ca be "filled up" with cash value (blue infill) and/or by policy loans (red infill). The circumference indicates net death benefit; growing, shrinking, or level over time.


Term Life Insurance

Dashed outline circles represent new or inforce term policies (includes all riders). The dashed outline indicates that term policies cannot hold cash value. The circumference of the circle indicates the net death benefit and whether it is growing, shrinking, or staying level over time. The circumference indicates net death benefit; growing, shrinking, or level over time.


Cash Value

Blue "fills up" the circle, showing the current net cash value and only applies to permanent life insurance policies.

money in

Money In

Green arrows represent monies that are paid into a life insurance policy or nest egg such as: premiums, loan payments, and contributions.


Policy Loans

Red "fills up" the circle, showing the current loan balance and only applies to permanent life insurance policies.

money out

Money Out

Small green and blue circles represent distributions that spawn from blue life insurance policies and green nest eggs.



These faded trails five a cursory overview of the past performance of a life insurance policy or nest egg.

nest egg

Nest Egg

Green circles represent monies outside of life insurance such as investments and other general accounts, (includes custom contributions, growth rates, distributions, and taxes).



Represents the lifespan of your client or prospect. The current year dynamically expands to highlight annual policy and account changes.



The red bar divides gross nest egg withdrawals into net income and taxes paid.

profit loss

Profit & Loss

Color bars above the timeline represent annual surplus in cash flow. Color bars below the timeline represent annual deficit in cash flow.


Stats Card

A quick callable reference card that can be used to further summarize sections of animation playback, including all running totals in real time.

text cue

Text Cues

Never miss a talking point again! Optional cues that momentarily pause the animation to call out milestones during the journey of a nest egg or life insurance policy.

video player

Video Player

Play bar gives you control in presenting animations to your clients: Pause, play, speed view, rewind, slow down, or play only key age ranges relevant to your conversation. A full set of tools to master your presentation easily.



There are some people out there who best understand financial modeling by viewing dozens of spreadsheets and pages filled with numbers. For the rest of us, there is Cifico. This financial storytelling software is an absolute game-changer for insurance professionals. It’s easy to use, and fun to present! The folks who created Cifico have proven themselves to be expert coaches in the art of story selling and do a great job providing everything you need to maximize this unique presentation tool.

Jaie Locke

Founding Partner
Quantum Financial Strategies
Cifico allows us to illustrate the details of life insurance policies in a simple, easy to understand way. Beyond the numbers on illustrations, clients are better able to see and comprehend various concepts. Conversational and concise, Cifico is quickly becoming the ‘go to’ program for our firm and our new and existing client meetings.

Mia Murdock

President & CEO
Mosaic Planning Group
Cifico is for the financial advisor of the future. In our field, ‘showing’ a client is always better than ‘telling.’ Cifico animations are essential to demonstrating why and how financial products work over time. My clients and my practice are better and stronger because of this program.

Michael Mazzone, JD

Financial Representative
National Financial Network, Inc.



Cifico Play Life Insurance animations are considered supplemental illustrations. Most financial firms require a disclaimer to be accepted before use. Points of interest for compliance:

No personal data stored No integration Works with PDF illustration exports Functionally customizable End-to-end encryption Onboarding support & training provided

The application is highly versatile to fit the needs of individuals and firms of all sizes:

Case prep before meetings Present to clients in person or remotely Attract and train new advisors Practice articulate presentations Increase advisor confidence and retention Bond with clients by showing potential financial pitfalls Clarify financial solutions visually



Contact Us

Contact Us

We're committed to making finance more approachable and would love to hear your questions and suggestions.


Cifico LLC is based in Oyster Bay, New York

Connect with us

Request Demo

Request Demo

Personalized Case Prep Demo

Approx. 30 min | live via screenshare:

Email Include a summary of your case and all relevant life insurance illustrations. We’ll respond to schedule your demo.

Request Demo

Basic Demo
Approx. 15 minutes | live via screenshare:
Fill out the form below, and we will reach out to schedule your demo.
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Privacy Policy

Last Updated: August 1st, 2022

1. Introduction

CIFICO respects your privacy and is committed to protecting it through compliance with this policy.

Please read this policy carefully before interacting with the CIFICO Web site, the CIFICO application, and/or before accessing any of the technology or tools provided and managed by CIFICO (together, the "Services"). By accessing or using any of the Services, you agree to this Privacy Policy.

This policy applies to information CIFICO collects through the Services; and in E-mail, text, and other electronic messages between you and CIFICO or any CIFICO representative. It does not apply to information collected by any third party, including through any application or content (including advertising) that may link to or be accessible from the Services.

2. Information Collection

2.1 The Types of Information CIFICO Collects

CIFICO collects several types of information from and about users of the Services, including information:

  • By which you or your clients may be personally identified. Examples include, but are not limited to, names, phone numbers, birth dates, family member names and ages, addresses, social security numbers, financial information, and E-mail addresses ("personal information").
  • That is about you or but does not personally identify you, such as user statistics, user names, and passwords.
  • That provides useful web analytics or clickstream data, including information about your Internet connection, IP address, domain name, Internet Service Provider, browser type and version, mobile device ID, operating system and device type, browser agent or other information included in HTTP headers, what equipment you use to access the Services, average time spent using the Services, pages viewed, information accessed, and geographical information about your computer or mobile device.

The information CIFICO collects automatically is statistical data and does not generally include personal information. However, this data may be maintained or associated with personal information collected from other sources, information received from you, or information lawfully received from third parties.

2.2 When Does CIFICO Collect Information?

CIFICO collects this information:

  • Directly from you when you provide it to CIFICO or a CIFICO representative, when you fill out a form, application, or account registration, when you enter information into CIFICO's programs, when you correspond with CIFICO, and when you respond to requests for comments on your experiences with the Services or to surveys that CIFICO might ask you to complete for research purposes.
  • Automatically as you use the Services. Information collected automatically may include usage details, traffic and location data, IP addresses and information collected through cookies, web beacons, and other tracking technologies.

2.3 How Does CIFICO Use Your Information?

Any of the information CIFICO collects may be used in one or more of the following ways:

  • To process transactions. CIFICO requires personal information from you in order to enable your subscription to the Services, administer your account, provide you access to the Services, and send you billing invoices.
  • To send periodic E-mails. The name and E-mail address you provide to CIFICO may be used to send you information and updates pertaining to your account, in addition to receiving occasional company updates, newsletters, and related product or service information. If at any time you would like to unsubscribe from receiving future E-mails from CIFICO, please simply reply with the word “Unsubscribe.”
  • To improve the Services. CIFICO continually strives to improve our Services based on the information and feedback we receive from you.
  • To conduct anonymized research and analysis about the Services. This data helps us understand how the Services are being used, by whom, and for what purposes, allowing us to offer a higher quality product and better communication with our subscribers.
  • To improve customer service. Your information helps us to more effectively respond to your customer service requests and support needs.
  • To administer a promotion, survey, or other marketing feature.
  • To comply with any court order, law or legal process, including responding to any government or regulatory request.
  • To enforce or apply our Terms of Use and other agreements, including for billing and collection purposes.
  • To protect the rights, property, or safety of CIFICO, our subscribers, or others. This includes exchanging information with other companies and organizations for the purposes of integrity protection, fraud protection and credit risk reduction.
  • In connection with a corporate change including a merger, acquisition or sale of assets.

The information CIFICO collects automatically is statistical data and does not generally include personal information. However, this data may be maintained or associated with personal information collected from other sources, information received from you, or information lawfully received from third parties.

3. Information Disclosure

3.1 What Information May CIFICO Disclose?

Personally identifiable information, whether public or private, will not be sold, exchanged, transferred, or given to any unauthorized third party without your consent, other than for the purpose of delivering the purchased product or Services requested or to fulfill any other purpose for which you provide it. CIFICO retains the right to disclose aggregated information about our users that does not personally identify any individual, without restriction.

4. Information Protection

4.1 How Does CIFICO Protect Your Information?

CIFICO has implemented a variety of measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration and disclosure. Encryption protects personal information you send when you transmit information or fill in forms through our Services. SSL is the leading security protocol for data transfer on the Internet and helps to protect the safety and confidentiality of your information. Personal information, except for your name and E-mail address, will not be stored on our servers.

Unfortunately, the transmission of information via the Internet is not completely secure. Although we do our best to protect all personal information, we cannot guarantee the security of personal information transmitted through CIFICO's Services. Any transmission of personal information is at your own risk. We are not responsible for circumvention of any privacy settings or security measures contained on the Services. For more information on protecting your electronic information, please visit

5. Third Party Links

5.1 Third Party Links, Products, & Services

At our discretion, we may include or offer third party links, products, or services. These third party sites have separate and independent privacy policies. We have no responsibility or liability for the content and activities of these linked sites. CIFICO encourages you to carefully read the Privacy Policy of any site you visit.

6. Terms of Use

6.1 CIFICO Terms of Use

Please also review our Terms of Use, available at: Insert Link Here which establish the use, disclaimers, and limitations of liability governing the use of the Services.

7. Privacy Policy

7.1 Privacy Policy Changes

CIFICO retains the right to change this Privacy Policy at any time, in our sole discretion. We will post any changes on our website. Changes take effect immediately upon posting. The latest version of this Privacy Policy will replace all earlier versions, unless stated otherwise.

8. Contacting Us

If there are any questions regarding this Privacy Policy, you may contact us by E-mailing