My Financial Practice

Web-Based Training

our approach is unique,
our referrals are guaranteed,
and it works!

for a limited time only ...
... Web-Based Training Now Available

use the industry's
most successful marketing system
to your advantage

Web-Based Training
Now Available

Benefits of Our Premium Referrals

We are not selling leads or a list. We are not an IMO or FMO looking to contract with you for products. There is no per lead / per referral cost.

Benefits of Our Premium Referrals

Benefits of Our
Premium Referrals

We are not selling leads or a list. We are not an IMO or FMO looking to contract with you for products. There is no per lead / per referral cost.

Benefits of Our Premium Referrals

We are not selling leads or a list. We are not an IMO or FMO looking to contract with you for products. There is no per lead / per referral cost.

Immediate Need

Talk with your prospects about what they want to talk about first and then blend your financial products and services.

80%+ Conversion Rates

“You get these families at a time they have a strong, strong need.  They could get a flyer for a seminar about retirement planning, or annuities, or tax deferral - and, they don’t care.  With this, they care - and, they are ready to take action!”

--Jim Crutchfield, Financial Services Professional

Savings to the Family

Nothing has a stronger impact on saving for retirement than what families pay for college.

Immediate Results

“My client family let me know that their son DJ has been accepted at Regis University.  As a result of this family utilizing our services and my financial consulting, the Williams family will save $35,500 a year over the next four years at Regis - $142,000 total!”

--Paul Kleinman, Financial Services Professional

Unmatched Support

To ensure success, it's important as a financial professional to focus on your products and services - leave the back-office support to us!

The Structure that Makes It All Run

“As an Advisor, I appreciate the genuine feedback / input I receive regarding my role in the overall process. I know that not only do I benefit from the guidance and answers you provide, but my client families can fully depend on your experience, resources, and knowledge. ”

--Marty McCain, Financial Services Professional

Get Started by July 26th and Receive Up to
25 Instant Bonus Referrals

Get Started by July 26th and Receive Up to 25 Bonus Referrals

Time Remaining for Your Bonus Referrals

Web-Based Platform Authorized

Due to a significant increase in the number of families referred to us as a result of our exclusive partnership with The American College Foundation, we are excited to announce that we have obtained authorization to launch our comprehensive Training and Certification course through a web-based platform.

This further signifies our commitment to meeting the dynamic needs of our Advisors and the families they support ... part of our ongoing dedication to delivering forward-thinking solutions that enhance accessibility and efficiency, and also strive to elevate the overall quality of our educational services.
MFP-Life-Annuity-Easy-Start-Up

Quick & Easy Start Up

This initiative has been implemented with the primary objective of simplifying and optimizing the onboarding process for our accredited Advisors. By providing them with a streamlined pathway to commence their training efficiently and offer timely support to referred families, we aim to enhance the overall effectiveness of our services.

Through the strategic utilization of our cutting-edge digital platform, we seek to improve accessibility, convenience, and operational efficiency, thereby benefiting both our Advisors and the families they serve.

Web-Based Platform Authorized

Due to a significant increase in the number of families referred to us as a result of our exclusive partnership with The American College Foundation, we are excited to announce that we have obtained authorization to launch our comprehensive Training and Certification course through a web-based platform.

This further signifies our commitment to meeting the dynamic needs of our Advisors and the families they support ... part of our ongoing dedication to delivering forward-thinking solutions that enhance accessibility and efficiency, and also strive to elevate the overall quality of our educational services.
MFP-Life-Annuity-Easy-Start-Up

Quick & Easy Start Up

This initiative has been implemented with the primary objective of simplifying and optimizing the onboarding process for our accredited Advisors. By providing them with a streamlined pathway to commence their training efficiently and offer timely support to referred families, we aim to enhance the overall effectiveness of our services.

Through the strategic utilization of our cutting-edge digital platform, we seek to improve accessibility, convenience, and operational efficiency, thereby benefiting both our Advisors and the families they serve.

use the industry's
most successful marketing system
to your advantage

Advisors Trained
0 +
Referrals Provided
0 +
Years Experience
0 +
Clients Assisted
0 +

'Web-Based'
Turn-Key Platform


All You Need to Start
Adding New Clients
$10,485 Retail
$4,035 Vegas
$ 2,895 (with availability in your area)
  • Web-Based Training & Complete Video Library
  • Exclusive Access to Premium Referrals
  • Easy Start-Up & Simplified Integration
  • In-Person & Online Interview & Enrollment Platforms
  • Built-In Customizable CRM (Referrals Auto-Populate)
  • Step-by-Step Engaging Presentation Guide
  • Complete PowerPoints & Line-by-Line Scripts
  • Back-Office College Planning Fulfillment Center
  • Financial Product Transition Guidance (if requested)
  • Forward-Thinking Marketing Platforms
  • Proactive Strategies & Powerful Advanced Resources
Industry Leader

'Web-Based'
Turn-Key Platform


All You Need to Start
Adding New Clients
$10,485 Retail
$4,035 Vegas
$ 2,895 (with availability in your area)
  • Web-Based Training & Complete Video Library
  • Exclusive Access to Premium Referrals
  • Easy Start-Up & Simplified Integration
  • In-Person & Online Interview & Enrollment Platforms
  • Built-In Customizable CRM (Referrals Auto-Populate)
  • Step-by-Step Engaging Presentation Guide
  • Complete PowerPoints & Line-by-Line Scripts
  • Back-Office College Planning Fulfillment Center
  • Financial Product Transition Guidance (if requested)
  • Forward-Thinking Marketing Platforms
  • Proactive Strategies & Powerful Advanced Resources
Industry Leader

Itinerary

No fluff or frills. Hundreds of attendees have told us that our event was the most beneficial, well-organized training they had ever attended.

Our Training Event is packed from start to finish with detailed, step-by-step specifics on ‘exactly’ how to get in front of more families that want to meet with you.

Presenters

You will learn first-hand from the two people who have enrolled more families in college planning than anyone else in the United States.

Our two expert presenters have a combined 50+ years of college planning and financial services experience and share all of their 'inside' expertise.

Components

Everything you need to start adding new clients to your practice now!

Our ‘premium’ components are used as the cornerstone of our program and the ongoing support each participating Advisor receives.  All marketing, data collection, and data management support is also included.

you must act while
your exclusive marketing area
is still available

Choose the Best Option for You ...

Max-Saver


Includes FREE Support for 1st Year

One-Time Payment
$ 2,895
  • All Program Benefits Included
  • Immediate Savings to You
  • Monthly Support & Licensing:  $119
    (Complimentary for first year.)
Top Choice

Budget-Booster


Perfect for Any Marketing Budget

To Get Started, Only
$ 849
  • All Program Benefits Included
  • Improve Your Cash Flow
  • Monthly Support & Licensing:  $189
    (Mimimum 12 month engagement.)
Affordability

Max-Saver


Includes FREE Support for 1st Year

One-Time Payment
$ 2,895
  • All Program Benefits Included
  • Immediate Savings to You
  • Monthly Support:  $119
    (Complimentary for first year.)
Top Choice

Budget-Booster


Perfect for Any Marketing Budget

To Get Started, Only
$ 849
  • All Program Benefits Included
  • Improve Your Cash Flow
  • Monthly Support:  $189
    (Mimimum 12 month engagement.)
Affordability

complete itinerary

Train at your own pace with our easy-to-follow
Module format!

  • Targeted Niche’ to Easily Build Your Market Share
  • Become What People are Interested in Buying
  • 3 ‘Must-Know’ Keys to Increase Your Annual Production
  • Marketing that Doesn’t Feel Like Marketing
  • The Simplicity of Presenting an Immediate Need
  • Importance of Not Competing with Yourself
  • Attracting Premier Financial Clients
  • The ‘Real’ Story of College Planning
  • The 3 Components of Effective College Planning
  • Seamless Integration of Your Products
  • Become a Trusted Advisor; Not a Salesperson
  • Immediately Benefit from Our ‘Outside-the-Box’ Thinking
  • Best Ideas are Most-Often the Simplest Ones
  • Hands-On Experience, Development, & Refinement
  • Cutting-Edge, Industry-Leading Service Structure
  • Technology Enhances Human Interaction – Results
  • eCollegePro® Family Suite – Comprehensive Version
  • Seamless Data Integration Platform
  • ‘Polished’ Reporting with a Single Mouse Click
  • Your Products and Services are ‘Part of the Process’
  • Easy to Explain, Easy to Present, & Easy to Convert
  • 5 ‘Guidelines’ to Blending Other Financial Services
  • Understanding What Customers Want to Buy
  • 9 ‘Proven’ Marketing Platforms (Detailed)
  • What We Mean by ‘Simple is Simple’
  • Easiest Way to Convert Prospects to Clients
  • Shortening Your Customer Buying Lifecycle (CBL)
  • People Buy Why You Do What You Do – Explained
  • Systematically Identify Your Target Audience
  • Simplified Cross-Platform Marketing Automation
  • 4 ‘Must-Know’ Steps to Increase Your PPC
  • ACF ‘Exclusive’ Referral Program (Premium)
  • Setting Yourself Apart from the Competition
  • How to Most Effectively ‘Set the Stage’
  • Group Presentation (Reading the Room)
  • Individual Presentation (Identifying Hot Buttons)
  • Qualifying Interview (Take-Away)
  • The Simple Secrets to Closing 80%+
  • Streamlined Online Enrollment Process
  • 10 Strategic Keys to Making College Planning Work for You
  • How to ‘Best’ Hit the Ground Running
  • Don’t Make Decisions in a Vacuum
  • Unlocking the Financial Potential of College Planning
  • Easy Product Placement & Advanced Case Design

Total training time less than four hours!

Train at your own pace
with our easy-to-follow
Module format!

  • Targeted Niche’ to Easily Build Your Market Share
  • Become What People are Interested in Buying
  • 3 ‘Must-Know’ Keys to Increase Your Annual Production
  • Marketing that Doesn’t Feel Like Marketing
  • The Simplicity of Presenting an Immediate Need
  • Importance of Not Competing with Yourself
  • Attracting Premier Financial Clients
  • The ‘Real’ Story of College Planning
  • The 3 Components of Effective College Planning
  • Seamless Integration of Your Products
  • Become a Trusted Advisor; Not a Salesperson
  • Immediately Benefit from Our ‘Outside-the-Box’ Thinking
  • Best Ideas are Most-Often the Simplest Ones
  • Hands-On Experience, Development, & Refinement
  • Cutting-Edge, Industry-Leading Service Structure
  • Technology Enhances Human Interaction – Results
  • eCollegePro® Family Suite – Comprehensive Version
  • Seamless Data Integration Platform
  • ‘Polished’ Reporting with a Single Mouse Click
  • Your Products and Services are ‘Part of the Process’
  • Easy to Explain, Easy to Present, & Easy to Convert
  • 5 ‘Guidelines’ to Blending Other Financial Services
  • Understanding What Customers Want to Buy
  • 9 ‘Proven’ Marketing Platforms (Detailed)
  • What We Mean by ‘Simple is Simple’
  • Easiest Way to Convert Prospects to Clients
  • Shortening Your Customer Buying Lifecycle (CBL)
  • People Buy Why You Do What You Do – Explained
  • Systematically Identify Your Target Audience
  • Simplified Cross-Platform Marketing Automation
  • 4 ‘Must-Know’ Steps to Increase Your PPC
  • ACF ‘Exclusive’ Referral Program (Premium)
  • Setting Yourself Apart from the Competition
  • How to Most Effectively ‘Set the Stage’
  • Group Presentation (Reading the Room)
  • Individual Presentation (Identifying Hot Buttons)
  • Qualifying Interview (Take-Away)
  • The Simple Secrets to Closing 80%+
  • Streamlined Online Enrollment Process
  • 10 Strategic Keys to Making College Planning Work for You
  • How to ‘Best’ Hit the Ground Running
  • Don’t Make Decisions in a Vacuum
  • Unlocking the Financial Potential of College Planning
  • Easy Product Placement & Advanced Case Design

Total training time
less than four hours!

all components included

Everything you need to start adding new clients!

The American College Foundation (ACF) stands out as one of the leading for-profit charitable organizations in the country, dedicated to assisting individuals in preparing for and financing their college education.

Annually, the ACF directs tens-of-thousands of families to local financial professionals with expertise in college planning.  Notably, referrals facilitated by the ACF explicitly ask to engage with a financial professional to address their college funding, life, annuity, and various other planning needs.

We are the exclusive nation-wide distributor of all ACF referrals.  Each participating Advisor is safeguarded by exclusive marketing territories based on zip codes. With the ACF referrals, each certified Advisor enjoys the following benefits:

  • Advisor granted ‘exclusive’ access
  • 6 zip code protected territory
  • All referrals auto-populate in a customizable CRM
  • Full contact details with each referral
  • Families have all requested an interview
  • All referrals have an immediate need
  • Interviews are always a positive conversation
  • Eager to discuss financial needs
  • There is no per-referral / per-lead cost
  • There is no ongoing per-referral cost

ACF Exclusive Referral Program

Continuous Stream of Highly Qualified Prospects

Guaranteed & Fully Protected

Retail: $2,295 - Web-Based Pricing: $0 (Included)

Sell Life and Annuities with College Planning

ACF Exclusive Referral Program

Continuous Stream of Highly Qualified Prospects

Guaranteed & Fully Protected

Retail: $2,295 - Web-Based Pricing: $0

We are the exclusive nation-wide distributor of all ACF referrals.  Each participating Advisor is safeguarded by exclusive marketing territories based on zip codes. With the ACF referrals, each certified Advisor enjoys the following benefits:

  • Advisor granted ‘exclusive’ access
  • 6 zip code protected territory
  • All referrals auto-populate in a customizable CRM
  • Full contact details with each referral
  • Families have all requested an interview
  • All referrals have an immediate need
  • Interviews are always a positive conversation
  • Eager to discuss financial needs
  • There is no per-referral / per-lead cost
  • There is no ongoing per-referral cost

The American College Foundation (ACF) stands out as one of the leading for-profit charitable organizations in the country, dedicated to assisting individuals in preparing for and financing their college education.

Annually, the ACF directs tens-of-thousands of families to local financial professionals with expertise in college planning.  Notably, referrals facilitated by the ACF explicitly ask to engage with a financial professional to address their college funding, life, annuity, and various other planning needs.

PROMO

Complete, Proven, & Turn-Key Presentation

8 Plug-and-Play Dynamic Marketing Platforms

Retail: $4,195 - Web-Based Pricing: $0 (Included)

PROMO - In-Depth College Planning Marketing Support
  • Line-by-line presentation scripts (one and two call closes)
  • PowerPoint slide presentations (one and two call closes)
  • Live presentation training videos
  • High school follow up specifics & techniques
  • Pre-approach letters for employers
  • Direct mail pieces (3 complete programs) 
  • 8 additional turn-key marketing platforms
  • Current (warm) market announcement letter / email
  • Four-color college planning handout brochure
  • Sample business cards and letterhead templates
  • Before and after comparisons and case studies
  • Client testimonials
  • Webinars, feedback, and interviews with current Advisors
  • Ongoing phone support with National Marketing Office

PROMO

Complete, Proven, & Turn-Key Presentation

8 Plug-and-Play Dynamic Marketing Platforms

Retail: $4,195 - Web-Based Pricing: $0

  • Line-by-line presentation scripts (one and two call closes)
  • PowerPoint slide presentations (one and two call closes)
  • Live presentation training videos
  • High school follow up specifics & techniques
  • Pre-approach letters for employers
  • Direct mail pieces (3 complete programs) 
  • 8 additional turn-key marketing platforms
  • Current (warm) market announcement letter / email
  • Four-color college planning handout brochure
  • Sample business cards and letterhead templates
  • Before and after comparisons and case studies
  • Client testimonials
  • Webinars, feedback, and interviews with current Advisors
  • Ongoing phone support with National Marketing Office
  • Unlimited web-based access from any connected device
  • Personalization capabilities for all provided materials
  • New client data-gathering and ‘auto-magic’ real-time delivery to Advisor
  • Both federal and institutional methodology SAI formulas
  • College search and reporting feature
  • In-depth college admission and funding stats on 2,000+ school
  • Advisor support knowledge base
  • Both Advisor and client access to all real-time, online reports:
    • SAI & college summaries
    • 40-page & 100-page planning reports
    • Line-by-line FAFSA & CSS/Profile answer keys
    • Award letter evaluations and appeal procedures
    • Service center phone logs & activity summaries
  • Unlimited individual client entries & reporting

DataLink

Comprehensive Data Gathering & Management

Makes Financial Product Follow-Ups Easy!

Retail: $3,995 - Web-Based Pricing: $0 (Included)

DASO Premium College Planning Software

DataLink

Comprehensive Data Gathering & Management

Makes Financial Product Follow-Ups Easy!

Retail: $3,995 - Web-Based Pricing: $0

  • Unlimited web-based access from any connected device
  • Personalization capabilities for all provided materials
  • New client data-gathering and ‘auto-magic’ real-time delivery to Advisor
  • Both federal and institutional methodology SAI formulas
  • College search and reporting feature
  • In-depth college admission and funding stats on 2,000+ school
  • Advisor support knowledge base
  • Both Advisor and client access to all real-time, online reports:
    • SAI & college summaries
    • 40-page & 100-page planning reports
    • Line-by-line FAFSA & CSS/Profile answer keys
    • Award letter evaluations and appeal procedures
    • Service center phone logs & activity summaries
  • Unlimited individual client entries & reporting

Max-Saver


Includes FREE Support for 1st Year

One-Time Payment
$ 2,895
  • All Program Benefits Included
  • Immediate Savings to You
  • Monthly Support & Licensing:  $119
    (Complimentary for first year.)
Top Choice

Budget-Booster


Perfect for Any Marketing Budget

To Get Started, Only
$ 849
  • All Program Benefits Included
  • Improve Your Cash Flow
  • Monthly Support & Licensing:  $189
    (Mimimum 12 month engagement.)
Affordability

Max-Saver


Includes FREE Support for 1st Year

One-Time Payment
$ 2,895
  • All Program Benefits Included
  • Immediate Savings to You
  • Monthly Support:  $119
    (Complimentary for first year.)
Top Choice

Budget-Booster


Perfect for Any Marketing Budget

To Get Started, Only
$ 849
  • All Program Benefits Included
  • Improve Your Cash Flow
  • Monthly Support:  $189
    (Mimimum 12 month engagement.)
Affordability