IFW RETIREMENT ROADMAP EXPERIENCE PLAN OPTIONS

STANDARD PLAN

IFW Retirement Roadmap Software License
Complete Marketing Toolbox & Resources
One-On-One Software & Sales Training
24/7 Video Resource Library
Free Support & Group Study Sessions
Cost: $149 Monthly

ENTERPRISE PLAN

Includes All Standard Plan Offerings, PLUS:
Ad Campaign Management for Leads & Appointments
Calendar Set Up & Integration for Direct Digital Appointments
Custom On-Demand Video Set Up and Reporting Access
Call Center Appointment Setting & Support
Concierge Service (Appointment Confirmations / Fact Finders Conducted & Delivered / Case Support)
Roadmap Case Design & Premium On-Demand Support
Three Pricing Levels Available
Plan Level  Price  # Leads   # Factfinders
 Silver Plan  $1,499  25 – 30  2 – 3
 Gold Plan  $1,999  40 – 45  3 – 5
 Platinum Plan  $2,499  55 – 60  5 – 7
  • One-time campaign & custom video setup fee $500
  • Concierge fee of $100 per qualified & completed factfinder, not included
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