The Life Model presentation is a client education video about the FSLM product that can be utilized by the advisor to explain what it is, how it works, and why it is different.
Presentation Server is an application developed by FSA that allows the advisor to show all FutureSystem presentation videos remotely. This means that the video and audio of the videos can be seen simultaneously syncing on multiple computers but totally controlled by the advisor for pause, play, menu navigation, etc. enabling the advisor to be able to have remote meetings with many clients. This technology does not exist with software such as Microsoft Live Meeting or WebEx. We recommend these types of software when collaborating with a client on FutureSystem Planning Software.
Planning Process presentation videos encompass all other FutureSystem planning videos concerning FutureSystem Introduction, Financial Strategies and the Categorization Process, Liquidity Strategies, Gifting Strategies, and Planning Software overview.
Planning Software (Excel version) is a simplified, downloadable version of the web based planning software platform. It is a very easy to use interface with virtually no learning curve for those familiar with Excel. These licenses are for individual subscribers. It contains all the basic functionality needed to execute the FutureSystem™ Planning Strategies.
Planning software (Enterprise version) is the web based application developed by FSA to help the advisor execute the strategies found in the Planning Process videos. This software should be used interactively with the client while both entering data and creating a plan of action. A minimum of 50 User Licenses for this version is required at this time.
Planning Software online training is available through the FSA website for the web based version and a sample is provided for the Excel version. .
Other resources, webinars and online help is available to advisors with a Level 4 subscription.
A FutureSystem marketing advisor is provided to advisors with a Level 4 subscription to help the advisor learn the FutureSystem strategies, software, and website; provide specific client case help; and coordinate the relationship with FutureSystem Life product Insurance Carriers.