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Financial Solutions
Presentation Software™
This cutting-edge 'Excel' Software (Calculator) provides you
with 'Simple Solutions For The Complex Sales
Concepts!'
It's the perfect 'Client Friendly'
software to help you present and close '9 out of 10'
sales for the 'Missed Fortune', 'Infinite
Banking', 'LEAP', 'Circle of Wealth' and
'Found
Money Management™'
life insurance sales
concepts...
Insurance Pro Shop
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Revolutionary, EXCEL-based Spreadsheet Lets
You Create Detailed, Comprehensive Retirement Plans in
15 Minutes Or Less!
Finally, a financial software program is available
that’s easy to use and easy for your clients to
understand. Creates 20-year cash flow projections on ONE
PAGE.
Use coupon code “insproshop” for
your 10% discount.
Click here for info.
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The
Circle of Wealth® system consists of 8 software
modules. At its core it is a "Visual Storyboard" that
you use to help prospects and customers quickly
understand how money and wealth really works.
The
system explores the effects of "transferred money" and
the "opportunity costs" associated with those lost
dollars, taking the client through a range of
discussions including (but not limited to): taxes,
qualified and non-qualified plans, mortgages, the
accumulation and distribution of assets, and the overall
wealth-building process
Don Blanton
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Practice Builder...
It's a mature, fully featured Client Relationship
Management (CRM) system. Built around “Best
Practices” of financial planners the system is
designed to help you every step of the way - from
prospecting for new clients to generating and
harvesting referrals from your most satisfied “A”
clients. As competition increases, as market
conditions drive you to make changes for more
productivity and as your desire to work less for
more reward, CRM stands alone as the tool that can
help you easily and economically.
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Plan Builder
The Evolution of EnterAct financial planning
software helps you develop comprehensive financial
plans, quickly and easily.
Create
unlimited "what-if" scenarios - including Monte
Carlo simulations - then illustrate your plans with
colorful charts and graphs. In real time. Use
compelling, easy-to-understand presentation helps
your clients see the wisdom of your plans
immediately. |
Client Builder
It's a presentation system for financial advisors that
motivates the prospect to engage your services on your
preferred basis.
It is ideal for helping you charge a separate fee for
the financial plan. A sample Plan Fee Schedule and all
correspondence is included. |
Annuity
Selling Systems
Generation 5c+ software comes with everything
you'll need in the fixed annuity arena from A to Z.
If you are really serious about changing the way you do
business, about providing the best financial retirement
planning solutions to your clients, even changing your
very life, give Annuity Selling Systems the opportunity
to make you the next annuity “Super Producer”.
John Bagwell
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"Unbelievably
Awesome
Financial Planning Software and System That
Shows You How To Sell More Permanent Life Insurance,
Disability, Annuities, LTCI, etc. Than You Ever Thought
Possible. And, In Ways You Absolutely Never
Considered...Guaranteed!" |
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