What’s Included

Software

• 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

Support

• 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