|
Company
|
 |
Products
& Services
|
Virtual
Sales Assistant
http://vsa.fsonline.com/ |
|
Virtually everything
you need to operate your practice except products. Also
contains the entire LUTC library. |
CDA/Wiesenberger
Hysales
(http://www.wiesenberger.com) |
|
With HySales,
you can create NASD-compliant reports that keep your clients
informed of their investment plan performance and lead to
additional sales. |
Cheshire
Software
(http://www.cheshire.com) |
|
High-quality,
easy-to-use financial planning software for the investment
professional. |
Dynamic
Insurance System
(http://www.profiles.com) |
|
Developed to help
explain the complex inner workings of life insurance policies
to their clients. Clients can instantaneously see what happens
to cash values and death benefits through the life of the
policy based upon different sets of assumptions. |
Financial
Planning Consultants
(http://www.financialsoftware.com) |
|
Use
the Tracking and Marketing Module of FPC's Text Library
System to turn prospects into customers into clients and
centers of influence. |
Financial
Profiles, Inc.
(http://www.profiles.com) |
|
A complete planning
package, offering personal and business analysis, incorporating
over 150 concepts to help aid in your sales presentations.
The modular based system allows for detailed analysis or
customized presentations. |
First
Financial Software, Inc.
http://www.fplan.com/ |
|
Professional
financial planning software including questionaires, reports,
graphs, and other tools designed for those who want fast,
easy-to-use software. |
Insurance
Pro Shop
http://www.insuranceproshop.com |
|
Insurance
Pro Shop - Revealed: closely guarded marketing &
sales secrets for selling insurance, annuity and financial
services products. Helping Insurance Agents & Financial
Services Professionals create endless streams of new, repeat,
and referral business… |
The
LTC Coach
http://www.theLTCcoach.com/ |
|
If you're looking
for a how-to cookbook about selling LTC policies, Wilma
Anderson recently published her book "The System to Sell 400
LTC Policies a Year". The lead piece that
pulls response in any marketplace is included with this
book, too! You can use that piece and help your sales reach
the level that you're seeking. |
MasterPlan
Financial Software
http://www.masterplanner.com/index1024.htm |
|
Professional financial
planning software designed for power, flexibility, and accuracy. |
Money
Tree Software
(www.moneytree.com) |
|
Since 1981, Money
Tree Software has exceeded the expectations of financial
planning professionals across the nation. Complete financial
planning software includes "what if" scenarios,
Monte Carlo simulations, net worth, cash flow projections,
insurance needs, retirement, disability, asset allocation,
estate taxes, and much more. Easy to use, easy to learn,
and easy to understand. |
NF Communications, Inc.
(www.nfcom.com) |
|
Marketing systems
and seminar systems to quickly increase the volume of your
annuity and long term care sales with affluent senior investors. |
Pension
Profile, Inc.
(http://www.pensionprofile.com) |
|
A pension plan
reference-directory of qualified pension plans and welfare-benefit
plans with cross-reference capability, maintenance, and
export of contact data. |
Sawhney
Systems, Inc.
(http://www.sawhney.com) |
|
Comprehensive
financial and tax planning software for successful planners. |
Selling
Well
http://www.selling-well.com/ |
|
Athena Ghion,
presents a new selling system titled How to Succeed Selling
Life Insurance in Spite of Being a Nice Person. Whether
you are an experienced agent or just entering the world
of Insurance, this book has something for you. |
| Unlimited
Referrals (http://www.ReferralCoach.com/) |
|
Bill
Cates helps financial professionals build practices by creating
a steady flow of high-quality referrals. Books, audiotapes,
video learning, boot camps, coaching, and company seminars. |