TheTaxTrap™ & TheMarkets™
¤3,000/Year
All features
below
TheRoadmap™ Planning Suite
Retirement Planner
Widow Planner
Cash Flow Analysis
College Planner
Present Value Calculator
TheTaxTrap™
✔
Sales Concepts
What's My Number
IUL vs. Alternative
Break Out of Charges
TheTaxTrap™
✔
1/2 of What You Waste
Core Capital vs. Legacy Capital
Wealth Preservation Plan (WPP)
TheParadigmPlan™ (TPP)
Presentations & Marketing Materials
TheMarkets™
✔
The Bell Curve
Bear vs Bull Markets
Consecutive Market Returns
TheTaxTrap™
✔
Telephone Script(s) to set appointments
✔
PRSPlan™ Strategy
Access to the Strategy
Case Specific Presentations
Concierge Back Office Support
PRS Specific Resources
Monthly Training Webinars
Training & Support
Developing your Business Plan
Business Cycle
How to obtain Referrals
TheRoadmap™ University
Open Forum Friday
✔
Index of Training Videos
Access to Help Desk
✔
Commission Sharing
Roadmap™ Case
85/15%
PRSPlan™ Case
N/A
WPP Case™
N/A
TPP™ Case
N/A
Most Popular
TheRoadmap™ Planning Suite
Includes TheTaxTrap™ & TheMarkets™
¤5,000/Year
All features
below
TheRoadmap™ Planning Suite
Retirement Planner
✔
Widow Planner
✔
Cash Flow Analysis
✔
College Planner
✔
Present Value Calculator
✔
TheTaxTrap™
✔
Sales Concepts
What's My Number
✔
IUL vs. Alternative
✔
Break Out of Charges
✔
TheTaxTrap™
✔
1/2 of What You Waste
✔
Core Capital vs. Legacy Capital
✔
Wealth Preservation Plan (WPP)
TheParadigmPlan™ (TPP)
Presentations & Marketing Materials
TheMarkets™
✔
The Bell Curve
✔
Bear vs Bull Markets
✔
Consecutive Market Returns
✔
TheTaxTrap™
✔
Telephone Script(s) to set appointments
✔
PRSPlan™ Strategy
Access to the Strategy
Case Specific Presentations
Concierge Back Office Support
PRS Specific Resources
Monthly Training Webinars
Training & Support
Developing your Business Plan
✔
Business Cycle
✔
How to obtain Referrals
✔
TheRoadmap™ University
✔
Open Forum Friday
✔
Index of Training Videos
✔
Access to Help Desk
✔
Commission Sharing
Roadmap™ Case
85/15%
PRSPlan™ Case
N/A
WPP Case™
N/A
TPP™ Case
N/A
The PRSPlan™
Includes TheRoadmap™ Planning Suite
¤10,000/Year
All features
below
TheRoadmap™ Planning Suite
Retirement Planner
✔
Widow Planner
✔
Cash Flow Analysis
✔
College Planner
✔
Present Value Calculator
✔
TheTaxTrap™
✔
Sales Concepts
What's My Number
✔
IUL vs. Alternative
✔
Break Out of Charges
✔
TheTaxTrap™
✔
1/2 of What You Waste
✔
Core Capital vs. Legacy Capital
✔
Wealth Preservation Plan (WPP)
✔
TheParadigmPlan™ (TPP)
✔
Presentations & Marketing Materials
TheMarkets™
✔
The Bell Curve
✔
Bear vs Bull Markets
✔
Consecutive Market Returns
✔
TheTaxTrap™
✔
Telephone Script(s) to set appointments
✔
PRSPlan™ Strategy
Access to the Strategy
✔
Case Specific Presentations
✔
Concierge Back Office Support
✔
PRS Specific Resources
✔
Monthly Training Webinars
✔
Training & Support
Developing your Business Plan
✔
Business Cycle
✔
How to obtain Referrals
✔
TheRoadmap™ University
✔
Open Forum Friday
✔
Index of Training Videos
✔
Access to Help Desk
✔
Commission Sharing
Roadmap™ Case
85/15%
PRSPlan™ Case
70/30%
WPP Case™
50/50%
TPP™ Case
TBD
TheRoadmap™ University is offered at a discount to licensees