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

ENTERPRISE PLAN

Includes All Standard Plus Offerings, PLUS:
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
  • $1,499 One-Time Set Up & Activation Fee (waived if paid in Standard Plus)
  • Optional Concierge Sevice: $100 per qualified & completed factfinder

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.

 

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