Planning Strategies

There are videos available to use for both advisor and client education of the Strategies. They make the concepts quick and easy to learn. The Planning Strategies videos explain to the advisor and client:

• how to use FSLM policies
• what problems they solve
• where in the estate they should be positioned
• how to determine a plan to self insure the liquidity need,
• how much term death benefit is necessary for liquidity that cannot yet be self insured,
• how to calculate custom designed FSLM funding schedules with the goal of becoming self insured

Many white papers and other technical data are also available on the website for support and provide technical documentation.

Once the strategies and concepts are understood, easily usable Excel based software or our online software are available to help the advisors provides the solutions for any client.

It is not always necessary to use every part of every video or to use the software to its fullest ability on every case. The advisor can make that decision on a case by case basis.

The best way for the advisor to learn and teach clients about the FutureSystem™ Planning Strategies and Life Model Product is to see and use the presentations in the Advisor Portal.
CLICK HERE for "Free 14 Day Access" to all Advisor and Client Presentation Videos