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THE IFW RETIREMENT ROADMAP EXPERIENCE Complete Sales & Marketing System
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Standard Plus Plan $179 Special Offer $149 Per Month
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Frequently Asked Questions
Software Capabilities and Case Design
What scenarios does the software use to determine the improvements in the Retirement Success Score?
To improve the Retirement Success Score the following adjustments can be made
- Using an FIA as a volatility buffer or lifetime income
- Using life insurance as a volatility buffer or systematic distributions
- Using a Roth IRA conversion
What indexes are used to project the Monte Carlo Simulations
- The Standard & Poors over the last 23 years for the stock index
- The Morningstar Core Bond over the last 23 years for the bond index
- The Morningstar Cash over the last 23 years for the cash index
How many Monte Carlo Simulations are completed each year?
1000
How does the software account for taxes
The IFW Retirement Roadmap Software uses the current year tax table and standard deduction and adjusts the future tax rates by 3% per year.
Payments and Pricing
How much is the standard plan and the Standard plus plan?
- $149 per month for the standard plan.
- $179 per month for the standard plus plan.
Is there a long term contract? How long am I committed to the plan once I sign up?
Your plan auto-renews monthly. However, at IFW we believe it’s our job to earn and keep your business. If you are not finding value in the program you can cancel anytime with 30 day notice.
Are there set-up fees?
There is a one-time set up for the Standard Plus program. There are partner programs and special offers from time to time that waive the set up fee.
Onboarding and Training
Do you offer training and support?
Yes. We have classes for the software case design and six step sales process every day at 3pm and you can participate in as many sessions as you would like. Additionally, there are monthly study groups for each as well. There is also a 24/7 video library available.
Plus, we offer complimentary assistance with case design for Standard Plus Licensees!
Marketing Tools and Resources
What assistance do you offer to help us market the IFW Retirement Roadmap?
Every licensee gets an IFW Certified Financial Professional featured bio page.
There is a marketing tool kit that features promotional email & SMS copy, powerpoint presentations, fact-finder template, advertising assets, and a content library.
Plus, Standard Plus Licensees receive a custom web page which has a video and calendar link available for scheduling meetings.
Service and Support
Who do I contact if I need help?
- For software support email scott@the-ifw.com or sam@the-ifw.com
- For customer service support email skylar@the-ifw.com
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