STANDARD PLAN |
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IFW Retirement Roadmap Sales System License |
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Custom Webpage & Calendar Integration |
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Complete Marketing Toolbox & Resources |
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One-On-One Software & Sales Training |
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Free Support & Group Study Sessions |
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Live Financial Education Workshops Available, * optional see below * |
Cost: $149 Monthly |
STANDARD PLUSIncludes All Standard Plan Offerings, PLUS: |
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Custom Webpage w/ Personalized Video & Calendar Integration |
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Personal Case Design Support, Coaching, & Strategy Sessions |
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Tom Hegna’s IFW Retirement Roadmap Experience Secrets to Winning Annuity Business |
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Exclusive Invitations to Live Sales Training Webinars With Tom Hegna & Erik Sussman |
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Call Center & Relationship Manager Support (optional) |
Cost $179 Monthly | |
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ENTERPRISE PLANIncludes All Standard Plus Offerings, PLUS: |
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Ad Campaign Management for Leads & Appointments | ||||||||||||||||
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Calendar Set Up & Integration for Direct Digital Appointments | ||||||||||||||||
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Custom On-Demand Video Set Up and Dashboard Access | ||||||||||||||||
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Call Center Appointment Setting | ||||||||||||||||
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Relationship Manager (Appointment Qualification/ Confirmations /Reminders) | ||||||||||||||||
Three Pricing Levels Available | |||||||||||||||||
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LIVE RETIREMENT ROADMAPFinancial Education Workshop includes: |
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All Presentation Material & Full Training |
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Invitation, Mailing Service, Digital Advertising Campaigns |
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Workbook & Evaluation Form to Schedule Appointments |
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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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