Client Presentation Software

This clear and simple presentation will change your client and prospect’s perception of you, your firm, and what is important to them.

Download a Sample Plan
Plan omits client-friendly strategy descriptions, pages 21-46.

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With our easy to use Excel templates you can demonstrate to your prospects and clients why you are different and why they should pay extra for that difference. Show them:

• You can help with their legacy planning and their cash flow
• They have the cash flow that allows them to plan
• They can afford your planning fees

If life insurance is being proposed show them:

• The suggested policy is a good idea
• You have helped them to analyze (not guess) the right amount of insurance for them

If clients have smaller estates or larger estates being eaten up by high expenditures and low market returns, show them:

• What they need to do before serious problems start to occur
• How you can become their cash flow savior
• If they have serious liquidity problems

How do you use this program to make more money helping your client’s solve their problems?

• Charge analysis fees - adding $500-$1,000 or more to your fees
• Introduce annual fees - No reason not to charge $500/ year for updating and meeting with client to review their progress
• Move clients to more complex planning and create new drafting opportunities
• Increase charitable planning opportunities
• Place larger life sales (if you or your referral sources sell life insurance)
• Attract money under management (if you or your referral sources manage money)

All in all, there is a tremendous opportunity to increase your income from each client! And just think about how your clients will benefit.

All of this can be done with very little time and effort. We will use our free weekly webinars, every Friday at 10:30 am Central Time to help thoroughly train your staff. Talk about return on investment.

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