IFW RETIREMENT ROADMAP EXPERIENCE PLAN OPTIONS

STANDARD PLAN
	IFW Retirement Roadmap Sales System License
	Custom Webpage & Calendar Integration
	Complete Marketing Toolbox & Resources
	One-On-One Software & Sales Training
	Free Support & Group Study Sessions
	Live Financial Education Workshops Available, * optional see below *
Cost: $149 Monthly

STANDARD PLUS Includes All Standard Plan Offerings, PLUS:
	Custom Webpage w/ Personalized Video & Calendar Integration
	Personal Case Design Support, Coaching, & Strategy Sessions
	Tom Hegna’s IFW Retirement Roadmap Experience Secrets to Winning Annuity Business
	Exclusive Invitations to Live Sales Training Webinars With Tom Hegna & Erik Sussman
	Call Center & Relationship Manager Support (optional)
Cost $179 Monthly
$1,499 One-Time Set Up & Activation Fee

Ad Campaign Management for Leads & Appointments

Calendar Set Up & Integration for Direct Digital Appointments

Custom On-Demand Video Set Up and Dashboard Access

Call Center Appointment Setting

Relationship Manager (Appointment Qualification/ Confirmations /Reminders)

Three Pricing Levels Available

Plan Level	Price	# Leads	# Appt’s
Silver Plan	$1,499	20	5-6
Gold Plan	$1,999	30	7-8
Platinum Plan	$2,499	40	9-10

LIVE RETIREMENT ROADMAP Financial Education Workshop includes:
	All Presentation Material & Full Training
	Invitation, Mailing Service, Digital Advertising Campaigns
	Workbook & Evaluation Form to Schedule Appointments
	Phone Reservation & Confirmation Service (Optional)
Cost $149 Monthly (For Sales System License)
Pricing note: Additional costs vary based on mailing quantity & social media campaign size & phone service needs.