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What does an FSO membership include?
FSO is a paperless publisher located on the Internet that offers the financial services professional virtually everything needed to operate a practice.The first month is free and the maximum cost for over 2.5 gigabytes of sales support and resource material is $19.95 per month. An FSO membership includes:
- Answers to frequently-asked tax questions (TaxFAQs) that not only provide plain English answers, but also allow you to print the U.S. Tax Code sections that support the answer!
- Over 40 complete personal, business and estate planning presentations
- Over 250 personal, business and estate planning conceptual "one-pagers" to support your sales presentations (or even re-educate yourself!)
- Over 25 needs analysis calculators to aid you in determining clients' needs and illustrating the benefits of your recommended solutions.
- Over 40 tables online from tax tables to financial tables to mortality tables.
- Over 40 sample business and estate planning specimen documents.
- A complete book on building your financial services practice.
- GRAFIXMASTER - a sales illustration system that works with your current company proposal system.
- Subscription to Financial E-News, a semimonthly e- mail newsletter that provides marketing and industry updates as well as other items of interest to financial service professionals.
- A "financial services mall" that offers you discounts on products sold by other financial services vendors - including a 10% discount on all continuing education credit courses from Pictorial, a leader in continuing education.
- And more! Click here for a complete list of all FSO content.
Everything is provided in print quality (in color if you have a color printer!) and is updated immediately to reflect tax changes, improvements, additions, etc., all at no additional cost to you.
You would pay $1,000 or more for all the resource and software needed to deliver this level of support to you and your clients. However, FSO's core resources are available "over the Net" for no more than $19.95 per month! The first month is FREE and company sponsorships can reduce this already very low price.
How does an FSO membership work?
- FSO fees are automatically billed to your credit card on a month-to-month basis. Billing will take place on the 1st and the 15th of each month.
- You will not be billed until the second billing date after you enroll. This means that you have free unrestricted access to Financial Services Online for at least 1 month. You can cancel your FSO membership at any time during this period and there will be no charge for your use of FSO. If, however, you purchased any premium products or services, your credit card will be billed for that amount.
- At the beginning of each billing period, your credit card will automatically be billed for your next month's membership fee plus any premium products or services you purchased during the prior membership month.
