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

Ad Campaign Management for Leads & Appointments

Calendar Set Up & Integration for Direct Digital Appointments

Custom CRM Leads & Appointment Dashboard Access

Concierge & Call Center Relationship Manager Appointment Setting (appointment qualification & automated confirmations)

Ongoing lead nurturing, education, & engagement

Monthly reporting and client support

Three Pricing Levels Available (Six Month Term)

Plan	Price	# Guaranteed Leads
Silver	$3000 Monthly ($15,000 One-Time Payment w/ IFW Funding Option)	20
Gold	$3500 Monthly ($18,000 One-Time Payment w/ IFW Funding Option)	25
Platinum	$4000 Monthly ($20,000 One-Time Payment w/ IFW Funding Option)	30