Elevate Your Financial Practice
With Increased Opportunities
Enterprise Lite Plans
10 Leads
|
20 Leads
|
Full Enterprise Lite Plans
 25 Leads
|
 35 Leads
|
 45 Leads
|
All Plans Include:
- Guaranteed # of exclusive leads each month (varies per plan)
- CRM real-time dashboard to track and communicate with active leads & appointments
- Personalized & ongoing SMS, email communications, & appointment setting on your behalf
- Content resources & services (live webinars, articles, videos, e-newsletters, on-demand webinars)
- Past leads list, prospects, or clients list upload and re-engagement support (rules apply)
- Study groups for best practices (appt setting, CRM, fact finders, and the six-step sales story)
- Monthly reporting (leads delivered / appointments set / communication reporting)
Get Started Today
Optional Upgrade: IFW Concierge Service
Eliminate the headaches of confirmations, no-shows, rescheduling, and unqualified first appointments! Introducing our unique concierge service, designed to sweep away the hassles and leave you with a stress-free experience. Picture this: a completed fact-finder and a roadmap in your hands, freeing you up to dive into what you excel at.
SPECIAL OFFER - STANDARD PLUS VALUE FOR EVERY ATTENDEE
Unlimited Case Design
$100 per hour value!
Schedule a session anytime with your IFW Support Case Design Specialist.
Schedule a session anytime with your IFW Support Case Design Specialist.
Marketing Resources
- Presentations
- Custom Webpage
- Communication Tools
- Content & Advertising Assets
- Templated Fact-Finder
Personalized Coaching & Strategy Sessions
Schedule your first 1-on-1
strategic coaching session
with Erik Sussman.
Tom Hegna Sales Coaching & Training
“Secrets to winning annuity business”
Power Phrases that work