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.
COMPREHENSIVE FINANCIAL PLANNING SYSTEM (CFPS)
Have Never Seen Any Company Offer So Much For So Little!
a complete system designed to help insurance and investment
sales people become true financial planners!
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:
Closing Rates - Up to 80% of all financial plans
presented may create clients for life!
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
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!
Appointments - 100% of all CFPS appointments should
be conducted in your office, not in the client's home!
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)!
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.
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!
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.
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!)