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Updated RecentlyThe Comprehensive Financial Planning System Franchise
Financial planning system
Introducing a complete system designed to help insurance and investment sales people become true financial planners!
Why use The Comprehensive Financial Planning System.
Developed by a 28 year MDRT member and Top-Of-The-Table qualifier, this detailed system produces a comprehensive financial plan which shows clients why and how to purchase suitable amounts of insurance and investment products. The CFPS is designed to help you achieve:
Improved Closing Rates - Up to 80% of all financial plans presented may create clients for life!
Increased Referral Business - The CFPS referral system can create high quality referrals, some of whom may call you to set an appointment before you have time to call them!
Higher Average Size Case - Over $2,000 average commission per case can be received from plans presented to middle income clients with no money to invest!
In-Office Appointments - 100% of all CFPS appointments should be conducted in your office, not in the client's home!
What Is The Cost to Use The Comprehensive Financial Planning System™?
No initial investment is required to receive all CFPS manuals, forms, brochures, and software. Optional CFPS training videos are available for an additional charge.
Non-Affiliated Representatives: $950 per month, with a minimum license agreement term of 12 months. Ongoing supply costs will vary.
Associated Planners: Monthly license fees are waived for independent planners who submit adequate insurance and investment business through approved companies which lists us as their BGA.
30 day free trial. If you are not satisfied with the system, you may return it within 30 days of receipt without further financial obligation.
It's time to give yourself permission to build your days around what's important to you! You're in Control!
For more information, complete our FREE FRANCHISE ADVICE form!
How much does it cost to open a The Comprehensive Financial Planning System Franchise?
Individual Unit Costs
- Initial Investment:
N/A - Initial Franchise Fee:
N/A - Royalty Fee:
- Advertising Fee:
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When did The Comprehensive Financial Planning System start Franchising? 2004
| Year | U.S.A. | Canada | International | Corporate |
|---|---|---|---|---|
| 2013 | 5 | 0 | 0 | 1 |
Your income potential as a The Comprehensive Financial Planning System Franchise entrepreneur depends vastly on many factors. As an entrepreneur, the goals to achieve are related to expanding sales while lowering your operation costs and increasing the quality of your products and or services. Each month your operating costs can include mortgage / rent, supplies for products, staffing, utilities, bookwork, stationary and other items. From one month to the next, you may find your costs fluctuate, but your up-front costs are, for the most part, fixed and they will cover most of the initial setup of equipment, signage and renovations.
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Legal Disclaimer: This information is not a franchise offering for The Comprehensive Financial Planning System and should not be construed as such. The Franchise Mall makes every effort to maintain accurate franchise data but does not guarantee nor assume liability for incorrect data. We recommend that anyone seriously interested in pursuing a The Comprehensive Financial Planning System franchise opportunity, review that franchise's Franchise Disclosure Document (FDD) with an attorney and accountant.
The Comprehensive Financial Planning System
3706 SW Topeka Blvd Suite 400
Topeka,
KS
66609