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custodians for advisors)
About Long-Term Care Insurance Software
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We Have Four Marketing Products
for Financial Planners, and One Service
·
A
full-service practice management and sales/marketing package.
· A
do-it-yourself
marketing PowerPoint seminar.
·
Color
"tri-fold brochure" with basic marketing stuff about you and your
firm.
·
Client
fee-based contract/agreement. This is the main agreement between you and the
client.
· We also
are partners with
financial planning coach Nick Ray.
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Personal Finance Software Modules
Fully Integrated Financial Planning Software
Menu of Retirement Planning Software
Asset Allocation Overview with Our Historical Returns
Asset Allocation Calculator
Asset Allocation Models with Our Historical Returns
Monthly Updated Mutual Fund Picks
Financial Tools
Personal Budget Software
Financial Planning Fact Finders
Investment Policy Statement Software
Bond Calculators
Investment Software for Comparing 23 Methods of Investing
Buy Term
Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life
Life Insurance Calculator
Real Estate Software
Net Worth Calculator
College Savings Calculator
Money eBook
Financial Planning Seminar
Variable Annuity Tutorial and Optimizer
Services
Fee-only Consulting for Consumers,
Investors, and Financial Planners
Building Custom
Investment Benchmark Portfolios
Financial
Planner Directory
How to Become Your Own RIA
Coaching for Financial Planners
Buy or Sell an Investment Management or Financial Planning Practice
Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans
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