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Financial Professionals Plan Signup

  • Independent Planner

    90$
    Every month
     
    • Automatic report generation
    • Access to client intake form
    • Refundable monthly payment with submission of application
    • Plan valid for minimum of 6 months

  • Collaborating Planner

    126$
    Every month
     
    • Automatic report generation
    • Access to client intake form
    • Refundable monthly payment with submission of application
    • Access the complete library of agent resources
    • Sales and expertise support
    • Joint field work with comp sharing
    • Competitive carrier contracts
    • Plan valid for minimum of 6 months

  • Collaborating Planner with PFBC Training

    126$
    Every month
    +$1,800 Discounted PFBC Training
     
    • All the benefits of a Collaborating Planner
    • Discounted PFBC Training
    • Plan valid for minimum of 6 months

Not sure which plan to choose? Request a free demo 

Need something more specialized? Ask about Enterprise Plans
(Including custom branding and group discounts!)

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