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Equitable Reserve Selects COSS to Provide Needs Analysis System

Milwaukee, WI—COSS Development Corporation, a specialist in illustration and point of sale systems for the financial services industry, has been selected by Equitable Reserve Association, a fraternal life insurance company located in Neenah, Wisconsin, to deliver needs-based financial modeling software.

COSS’ Needs Analysis System includes 11 integrated planning modules dealing with such topics as retirement, survivorship planning, funding for college, and basic financial needs analysis. It may also be integrated to transfer data directly to other appropriate planning and analytical systems via ACORD standards to achieve straight-through processing with a company’s enterprise planning system delivered via Web or desktop.