IFW RETIREMENT ROADMAP EXPERIENCE PLAN OPTIONS

STANDARD PLAN

IFW Retirement Roadmap Sales System License
Custom IFW Certified Financial Professional Bio Page
Complete Marketing Toolbox & Resources
One-On-One Software & Sales Training
Free Support & Group Study Sessions
Cost: $149 Monthly

STANDARD PLUS

Includes All Standard Plan Offerings, PLUS:
Custom Webpage w/ Video & Calendar Integration
1-on-1 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
  • $1,499 One-Time Set Up & Activation Fee
Cost: $179 Monthly

ENTERPRISE PLAN

Includes All Standard Plus Offerings, PLUS:
Ad Campaign Management for Leads & Appointments
Calendar Set Up & Integration for Direct Digital Appointments
Custom CRM Leads & Appointment Dashboard Access
Call Center Relationship Manager Appointment Setting (appointment qualification & automated confirmations)
Ongoing lead nurturing, education, & engagement
Monthly reporting and client support
Three Pricing Levels Available
 Plan  Price  # Leads   # Appt’s
 Silver  $1,999  20  5-6
 Gold  $2,499  30  7-8
 Platinum  $2,999  40  9-10
  • The above lead/appt #s are estimations and may vary month-to-month
  • $1,499 One-Time Set Up Fee (waived if paid in Standard Plus)
Back to top button