Menu
Search for
Solutions
Program Highlights
Retirement Roadmap Sales System
Program Features > Benefits > Resources
Free Training & Support
Resources
Blog
Podcast
Video
Webinar
Testimonials
Pricing
Company
Talk to Us
Client Login
Marketing Tools & Resources
Engage Clients & Leads | Generate Referrals | Host Live Seminars | Webinars | Attract Prospects
Email Templates | SMS Messaging | Scripts
Live Seminar | Webinar Presentation Tools
Live Seminar | Webinar Invitations
Six-Step Sales Story Summary, Forms & Charts
Advertising Assets
Engage Existing Clients & Prospects : Use these templates and scripts to promote your custom web page and generate Retirement Roadmap requests from your existing clients & prospects! (Email - Phone - SMS)
Engage Clients & Prospects (PDF Format)
Follow Up w/ New Prospects: Use these templates and scripts to help convert new leads into clients. Offering a complimentary Retirement Roadmap is a proven way to provide value and earn trust! (Email - Phone - SMS)
Follow Up w/ New Prospects (PDF Format)
Generate Referrals: Nothing beats a warm referral! Use these templates and scripts to help you generate new referrals that want a Retirement Roadmap from you! (Email - Phone - SMS)
Generate Referrals (PDF Format)
The Six Step Sales Story Scripting
IFW Financial Professional Phone Script
IFW RETIREMENT SCORE WEBINAR/SEMINAR PRESENTATION .PPT
IFW RETIREMENT SCORE SEMINAR/WEBINAR PRESENTATION .PDF
LIVE SEMINAR EVALUATION FORM
TOM HEGNA'S DISINTERESTED 3RD PARTY RESEARCH
IFW Six-Step Sales Story Summary
IFW Retirement Roadmap Fact Finder (Fillable).pdf
CUMULATIVE FIA VS. S&P 500 VALUE
Content Library
Retirement Calculators
Retirement Savings Calculator
401 K Calculator
401(k) Comparison Calculator
Retirement Income Calculator
IRA Calculator
Social Security Calculator
Save for Retirement Calculator
Taxes in Retirement
The Tax Triangle
Tax Efficiency in Retirement
What is a 1035 Exchange
Tax Efficiency in Retirement
5 Overlooked Deductions
Social Security
What Do You Really Need to Know About Social Security?
Social Security and the Self-Employed
Retirement Income Planning
Selecting the Right Fiduciary
8 Things To Know About Annuities
Retirement Income Expert Tom Hegna
Average vs Actual Rates of Return
The Rule of 4%
Healthcare in Retirement
Medicare in “Un” Retirement
HSA Tax Benefits
The Healthy Pickleball Phenomenon
Leaving a Legacy
Keeping Your Estate Plan Updated
Leaving a Proud Legacy
Advantages & Disadvantages of Whole Life Insurance
What is a Life Settlement?
Facts About Permanent Insurance
More Articles
Back to top button
Close
Search for
