Financial Planning Software REselling

This page is for professional salespeople wanting to make money by selling our financial plan software

Financial Planning Software and Investment Software for Financial Planners

Site Information

Read About the Current Sale!

Confused? It Makes Sense If You Start at the Home Page

Discounts for Financial Planners and Money Managers

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Questions About the Bundled Deals? Call (800) 658-1824 or Send E-mail

About Getting Investment Software Approved by Broker Dealers and FINRA

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Financial Plan Integration

About Portfolio Management Software

About Using Monte Carlo with Investment Software

Testimonials from Financial Planning Software Customers

Free Downloads and Money Tools

 Free Sample Comprehensive Financial Plan

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Financial Plan Module Demos

Links to Other Personal Finance Websites

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Free Bond Yield Calculator

Our Free Financial Calculators

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Free Family Money Calculators

Free Real Estate Calculators

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Free Business Owner Calculators



All About You Making a Lot of Money Marketing Our Financial Software

We get calls from salespeople looking for ways to make free and easy money, so we made this page to explain our reselling deal.

We're looking for people who are willing to actually do some work to make some easy money. If you're thinking of using automated, and/or the usual "free" ways of online marketing, this is not for you.

This is a great opportunity either for a young college student with no experience in anything, someone already well-versed in the business, or people that already have financial planning or investment-related websites.

All you need to do is contact financial planners and investment advisors and make them aware of the site. They'll take it from there. You don't even need to learn anything or sell anything. If someone asks you questions, just say you don't know, and refer them to us via the site.

If they buy, then you'll get 50% of the sale, via check in the postal mail or PayPal transfer.

So all you really have to do is call up a financial planning firm, identify yourself and say, "I just want to make you aware of superior planning and investment software. It's Toolsformoney.com. If you buy anything please tell them you heard about it from me." You can follow up with them all you want to.

In order for you to make money, the purchaser has to somehow tell us that you sent them. There's no magic thing that's going to happen that will let us know a sale initially originated from you or your site. If you can think of a magic way, then we'd love to hear it.

So it's up to you to get people to go through the extra step of letting us know. The best way to do that is to take a hit on how much money you'd make. For example, tell them they get a 25% discount by going through you. So in order for them to get the 25% discount, they have to tell us "I want the 25% discount because this guy sent me." Then you'd make 25% instead of 50%. It's still free money for both of us.

If you want to learn more to make more money, the best place to start is here.

There's dozens of thousands of advisory firms listed online that are easy to find. For example, we have a financial planner directory here. Then there's free online phone books for every place in the world.

Even if you made hundreds of calls per day, you can never run out of leads because new firms pop up daily. Commission-based salespeople quit their Broker Dealers and become their own independent RIAs on a daily basis - this is your target market.

Our arrangement is simple:

◦ We don't bother our existing customers, so you won't have access to any of their contact information. So this free and easy way of getting existing customers to buy more, or give referrals, is off the table. This is something we could do ourselves for free, so we don't want you to do that.

◦ No e-mail marketing (spam) is to be sent. This is something we could do ourselves for free, so we don't want you to do that.

◦ We're not going to have prospects input any of their contact information online in order to get a demo, free trial version, etc. So this free and easy way of collecting contact information from people expressing online interest is off the table. This is something we could do ourselves for free, so we don't want you to do that.

◦ If you have a website or hard copy print media, then you're free to use it to market our products in any way other than e-mail spam.

◦ All orders go through us. All it takes is for the customer to mention your name with the order, and you get your 50% of the sales proceeds. You won't be delivering any software to customers.

The the concept of buying form us at "wholesale" and then selling to your customers at "retail" doesn't work, yet. It probably will in 2009.

◦ The customer can order using our online forms, via PayPal, we can take it over the phone, or you can take it over the phone. It doesn't matter.

◦ You will not have to provide any sales or product support. We do all of that. Your only task is to make people aware of the site so they'll start reading.

◦ We're not to spend time on you. So there's no training, no reimbursement for your expenses, etc. We'll help you get started, and answer your questions, but all of the information about everything is already in great detail on the site. All you have to do is study it.

◦ You can't promise people things that are not true. You can't say you'll deliver something that won't be delivered, or that a software module performs a certain function when it doesn't. You'll be terminated the first time something like that happens.

That's about it. It's a simple deal for someone that's not too lazy to make the calls, put a link on their website, or send out postal mail.

There is no link to this page from the other pages on the site, so there's very few people reading this (maybe one per month).

If you're interested, please call (800) 658-1824 or send e-mail.

Product Information

Fully Integrated Financial Planning Software
 

Menu of Retirement Planning Software


Asset Allocation Overview with Our Historical Returns


Asset Allocation Software


Asset Allocation Models with Our Historical Returns


Our Monthly Updated Mutual Fund Picks
 

Financial Plan Tools


Family Budgeting Calculator


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 Insurance Calculator

 
Life Insurance Calculator


Real Estate Software


Net Worth Calculator


College Planning Software


Financial Planning eBook


Financial Planning Seminar


Minimum Required Distribution Calculators


About Investment Risk Tolerance


Contents of a New Fee-Based Prospect Binder


Variable Annuity Tutorial

Services

Fee-only Financial Planning and Investment 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

Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans

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