STANDARD PLAN |
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IFW Retirement Roadmap Sales System License Receive a full sales system license with unlimited personal usage. One-on-one sales & software training. Plus, access our 24/7 training & resource library & weekly study groups. |
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Webpage with Video & Calendar Integration Get your very own customized web page featuring the IFW Retirement Roadmap educational video with your calendar integration to use for clients, referrals, and prospects. |
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PowerPoint Presentation Used for in-person or web-based presentations. |
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Advertising Assets Attract new prospects and schedule appointments. |
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Email & SMS Templates Communicate to new prospects, existing relationships, and referrals. |
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Content Library IFW articles and videos to cultivate and engage prospects. |
STANDARD PLUSIncludes All Standard Plan Offerings, PLUS: |
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Webpage with Personalized Video and Your Calendar Integration Get your very own customized web page featuring the IFW Retirement Roadmap Experience educational video personalized to you with your calendar integration to use for clients, referrals, and prospects. |
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Personal Case Design, Coaching, & Strategy Sessions IFW will help you adjust and modify your roadmaps when you need assistance. Plus, receive in-depth feedback and guidance on your sales process & actual case presentations. |
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Tom Hegna’s IFW Retirement Roadmap Experience Secrets to Winning Annuity Business Power Phases That Work > Questions That Win Business > Overcoming Objections |
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Exclusive Invitations to Live Sales Training Webinars With Tom Hegna & Erik Sussman Million Dollar Annuity Tactics > Best Practices Reviewed & Discussed > Live Q & A Session |
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Call Center & Relationship Manager Support (optional) |
ENTERPRISE PLANIncludes All Standard Plus Offerings, PLUS: |
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Ad campaign management Set your budget and receive leads and appointments scheduled directly to your calendar. Leads and appointments are always exclusive to you! |
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IFW Call Center Get support to set new appointments on your behalf. |
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IFW Relationship Manager Utilize an IFW Relationship Manager to confirm, qualify, and send reminders for your appointments. |
A+ Rated & Accredited with The Better Business Bureau
SEC Registered Investment Advisor & Fiduciary
Trust Pilot Top-Rated Financial Education & Services Company
Over 35 Trusted & Prestigious Certifications & Accreditations
Nationally Recognized in the Media & News
These are actual webinar attendees and clients referred by The Institute of Financial Wellness to a Financial Professional and they were not paid any compensation for these testimonials or comments.