What’s Included


  • Storyboard Presentations, Calculators & Cash-flow Tool
  • Windows, macOS, iOS, Android & Web

Training for New Members

  • Webinars
    • New Member Orientation
    • Retirement Ready or Not
    • Introduction to Spending Game
  • Self-guided Video Tutorials:
    • Quick-start to Your 1st Appointment
    • Getting Started with Our Best Selling Stories
    • Kick-start Training: Client Process Walk-through
    • Production Accelerator Course: Step-by-step Training
  • Support Team to Help You Get Started

Member Resources

  • Client process
  • Scripts
  • Client-ready documents
  • Marketing videos


  • Phone and email support
  • Members website
  • Support knowledge-base website
  • Dedicated in-house staff

Community of Thousands

  • Roundtable Webinars
  • Private LinkedIn group
  • Annual Member Conference


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