CFPS Why Use CFPS? | What Makes CFPS Unique?| What Materials Are Included? | The Cost
What makes the CFPS stand out in the industry?
  • 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!)
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