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The Virtual Assistant | The Complete Financial Advisor Toolbox...
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The Virtual Assistant | The Complete Financial Advisor Toolbox | vsa.fsonline.com Reviews
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vsa.fsonline.com
Priority Approaches
http://vsa.fsonline.com/vsap/priority-approaches.html
Client Action and Acquisition. The Priority Planning Concept is the simplest, least intrusive and most effective method of approaching personal, retirement and business prospects. The section contains field-tested Priority Planning Reviews (PPRs) that can be personalized and used to reveal a prospect's most important needs. Personal Priority Planning Review (with P&C insurance). Personal Priority Planning Review (without P&C insurance). Retirement Priority Planning Review (with P&C insurance).
Presentations
http://vsa.fsonline.com/vsap/pp-presentations.html
Client Action and Acquisition. Printable and E-Mailable Presentations. The VSA contains nearly 80 complete presentations in Adobe for printing for and/or e-mailing to clients and prospects. All can be prepared and personalized in seconds and be used for client contact or pre-approach e-mails. The same 80 presentations are available to you in PowerPoint for seminars and point-of-sale. They can also be sent as pre-approach e-mails. Personal Financial Security Review. Business Continuation Planning Issues.
Concept Pages
http://vsa.fsonline.com/vsap/concepts.html
Client Action and Acquisition. The section contains nearly 1,000 "one-pagers" covering practically every subject in the financial arena. It also includes all current and archived tax tables and mortality tables. Further, the concept pages can be used to create custom and personalized presentations for clients and prospects. There is no way we an show you all of them but the categories are listed below. Option to E-Mail Reports. Life Insurance and Retirement. Health and Long-Term Care.
Newsletters
http://vsa.fsonline.com/vsap/newsletters.html
Client Action and Acquisition. Everyone agrees that consistent contact is vital to client building. Many agents use annual reviews, birthday contacts, Christmas cards, etc., but one of the most effective is periodic newsletters. The VSA makes it easy for you to quickly send quality print or e-mail based newsletters to your clients. Designed to be printed and mailed to your newsletter list; or. Designed to be e-mailed to your newsletter list.
Calculators
http://vsa.fsonline.com/vsap/calculators.html
Client Action and Acquisition. Included in the VSA are a wide array (over 100) of calculators designed to help you determine your client’s needs in a given area. It includes calculators for survivors, retirement, long term care, businesses, estate liquidity, charitable giving, financial planning, as well as many specialty calculators, such as Roth versus traditional IRA, Required Minimum Distributions, 72 (t), etc. Human Life Value Report (Click for "printable" fact finder). Cost of Raising a Child Report.
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Benefits
http://www.nafic.org/member-benefits
Calendar of National and Chapter Events. 2016 Convention Registration Form. The FIC Designation Information. Take Our Member Poll. Keep me logged in. Mdash;This member magazine offers inspiration, motivation, recognition, and sales ideas that will benefit your business. It also provides the latest news and information about NAFIC. Paid members receive a free subscription to Sandi Kruise Insurance Training kruise.com. And Kinder Brothers International. The Virtual Assistant Library. Mdash;NAFIC supports t...
MN-FIC
http://www.mn-fic.org/default.aspx
Professional development for exceptional professionals. The MN-FIC is the Minnesota chapter of the National Association of Fraternal Insurance Counsellors (NAFIC). FIC stands for “fraternal insurance counselor,”. A credential sponsored by the Fraternal Field Managers Association (FFMA). Join our association of insurance professionals and gain access to education,. Resources and networks that will enhance your productivity! We are insurance professionals. Sandi Kruise Insurance Training. Members enjoy a f...
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VSA | VSA GmbH
VSA-Unternehmensgruppe. Partnerschaft mit System. Das lückenlose Kontrollsystem der VSA umfasst mehrere Prüfstufen. Ob Standardtarif, Spartarif oder Abschlagstarif - Sie haben die Wahl. Umfangreiche Informationen und Statistiken - kostenlos mit jeder Monatsabrechnung. Komfortabler Rechnungsservice für zufriedene Kunden. Entscheiden Sie sich für die elektronischen Abrechnungsunterlagen. Die komfortable Lösung für elektronische Kostenvoranschläge. Noch mehr Rezeptsicherheit. Auf Knopfdruck. HimiDri’s Tageb...
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Information for New Teachers. VSA in the Media. Message from Primary Principal. IB Primary Years Programme. Class Teachers Year 1. Class Teachers Year 2. Class Teachers Year 3. Class Teachers Year 4. Class Teachers Year 5. The Victorian" Student-run newsmagazine. Individuals and Societies Department. MFL (Modern Foreign Language) and EAL. Community, Action and Service. Music and Performing Arts. Admissions Policy and Procedures. Policy on VSA Scholarships. Scholarships for Internal Students.
N-central Remote Monitoring & Management Solution
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The Virtual Assistant | The Complete Financial Advisor Toolbox
Client Action and Acquisition. We believe that all advisors should have a website, so a VSA subscription includes the option for your own personal website. at no additional cost! Everyone agrees that consistent contact is vital to client building and the VSA makes it easy for you to quickly send quality print or e-mail based newsletters to your clients. Hundreds of 'one pagers' that can be used to illustrate concepts, provide technical information or supplement a complete client presentation. Some Life G...
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