The
Comprehensive Financial Planning System is a trademark
owned by T & M Financial, Inc. CFPS is an abbreviation
of this mark. Our system is not connected with,
endorsed, or approved by the Certified Financial
Planner Board of Standards, Inc.
THE
COMPREHENSIVE FINANCIAL PLANNING SYSTEM™ (CFPS)
We
Have Never Seen Any Company Offer So Much For So Little!
Introducing
a complete system designed to help insurance and investment
sales people become true financial planners!
Why
use The Comprehensive Financial Planning System™?
Developed by a 28 year MDRT member and Top-Of-The-Table qualifier,
this detailed system produces a comprehensive financial plan
which shows clients why and how to purchase suitable amounts
of insurance and investment products. The CFPS is designed
to help you achieve:
Improved
Closing Rates - Up to 80% of all financial plans
presented may create clients for life!
Increased
Referral Business - The CFPS referral system can
create high quality referrals, some of whom may call
you to set an appointment before you have time to call
them!
Higher
Average Size Case - Over $2,000 average commission
per case can be received from plans presented to middle
income clients with no money to invest!
In-Office
Appointments - 100% of all CFPS appointments should
be conducted in your office, not in the client's home!
A
Financial Plan that Truly is a Financial Plan
- CFPS plans are computer supported, not computer
generated. All plans are individually tailored. Unlike
computer-generated plans, The CFPS plan document can
be easily understood by the client (and the planner)!
Access
to a Much Larger Potential Market
- The CFPS works just as well for middle-income clients
with no money to invest as it does for affluent
clients! In our experience, the middle-income market
is virtually untapped because too many financial planners
are chasing a limited number of wealthy prospects.
Ideas
that Create Potential for More Monthly Investing Surplus
-The CFPS contains numerous strategies to create monthly
cash flow that can help fund insurance and investment
products when suitable for your client! Asset allocation
recommendations are also included when appropriate,
but are not required to produce a comprehensive plan!
The
Client Chooses the Compensation Method - Because
of the CFPS Compensation for Services Agreement, clients
can view CFPS planners as objective financial advisors,
even though they may purchase substantial insurance
and investment products from the planner.
Professional,
Low Pressure Methods - The CFPS includes effective
scripts & tracks for setting appointments, obtaining
referrals, and closing cases. (They really work and
you won't feel stupid saying them!)
What
Is The Cost to Use The Comprehensive Financial Planning
System™?
No
initial investment is required to receive all CFPS
manuals, forms, brochures, and software. Optional CFPS
training videos are available for an additional charge.
Non-Affiliated
Representatives: $950 per month,
with a minimum license agreement term of 12 months.
Ongoing supply costs will vary.
Associated
Planners: Monthly
license feesarewaivedfor independent
planners who submit adequate insurance and investment
business through approved companies which lists us as
their BGA.
30
day free trial.
If you are not satisfied with the system, you may return
it within 30 days of receipt without further financial
obligation.
