We Have Never Seen Any Company Offer So Much For So Little!
Introducing a complete system designed to help insurance and investment sales people become true financial planners!
Why use The Comprehensive Financial Planning System.
Developed by a 28 year MDRT member and Top-Of-The-Table qualifier, this detailed system produces a comprehensive financial plan which shows clients why and how to purchase suitable amounts of insurance and investment products. The CFPS is designed to help you achieve:
Improved Closing Rates - Up to 80% of all financial plans presented may create clients for life!
Increased Referral Business - The CFPS referral system can create high quality referrals, some of whom may call you to set an appointment before you have time to call them!
Higher Average Size Case - Over $2,000 average commission per case can be received from plans presented to middle income clients with no money to invest!
In-Office Appointments - 100% of all CFPS appointments should be conducted in your office, not in the client's home!
What Is The Cost to Use The Comprehensive Financial Planning System™?
No initial investment is required to receive all CFPS manuals, forms, brochures, and software. Optional CFPS training videos are available for an additional charge.
Non-Affiliated Representatives: $950 per month, with a minimum license agreement term of 12 months. Ongoing supply costs will vary.
Associated Planners: Monthly license fees are waived for independent planners who submit adequate insurance and investment business through approved companies which lists us as their BGA.
30 day free trial. If you are not satisfied with the system, you may return it within 30 days of receipt without further financial obligation.
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