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- ONLINE!
or call 800-717-2663
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Platinum Subscription Service - Pricing
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Platinum Plus Service |
"Up-Front" Plan
Save $$$!
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"Installment" Plan
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"Up-Front" Plan:
Pay for 12 months in advance $1695.00
And get: 2 Bonus months of Free Service No Cost
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Total Cost (for 14 months) $1695.00
Average cost per month: $121.07
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"Installment" Plan:
Initial Set-Up Fee $1095
Monthly Installment (12 payments @ $59.95/ mo.) $719.40
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Total Cost (over 12 months) $1814.40
Average cost per month: $151.20 |
Platinum PLUS+ Service Description - Our full suite
of services and materials - This package includes all of our featured services from the Standard Platinum
service (below) as well as: a copy of our Videotaped Seminar (DVD) and videos of post-seminar appointments, a Power Point Presentation with script,
News Tips, Suggested Print Ad Marketing, Phone Support & FAQ Sheet. To read more detailed
descriptions about these seminar materials: click here
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The Platinum Plus service offers, ONLY TO AN INDIVIDUAL PURCHASING THE SYSTEM FOR THE UPFRONT PRICE OF $1695, an additional account (a second seat) for an associate
/ partner, located at the same physical address as the primary subscriber. This second account will
have its own group of portfolios to track the information under a different email address and password. Previously
a $695 value, FREE with your initial "UP-FRONT" $1695 purchase. Click Here to sign up a Second Seat.
Note: the intial subscriber's account must continue to be active in order to subscribe to, or renew, a second seat.
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Learn more or Sign-Up now! - Contact our friendly sales staff at 800-717-2663
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Renewals after your first 1 year (or 14 months) of service
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Annual Fee in
Advance
OR
Month-to-Month Renewal
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Pay Annual Fee in Advance
Pay $695 up-front
Receive 3 extra months free! SAVE $150 by paying in advance
Average cost per month: $46.33
OR
Month-to-Month Renewal
Pay just $59.95 per month
Monthly renewal rate is guaranteed for 24 months
Cancel the service at any time with a 15-day written advance notification.
Click Here to go to the Renewal Form
Renewals - will continue to
receive uninterrupted access to all of the materials of the Platinum Plus system as well as a renewal
to your phone consulting time and a second tutorial to the service if you request one.
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The Standard Platinum Service - LIMITED MARKETING MATERIALS *
no seminar materials, no advertising materials |
Annual fee: $695.00 / year Renewal Fee: $695.00 / year
The Platinum service has been designed specifically for those financial professionals interested in
subscribing to the reporting service - consisting of 4 unique reports - as a value-added tool for their clients
but are not interested in our full marketing package.
- SAVINGS BOND REPORTING
- Personalized, Color-Coded Savings Bond Performance Reports
- Enter an unlimited number of Savings Bonds for each portfolio
- Print out your reports, immediately after data entry, on your color printer!
- Monthly DRIP MARKETING emails and updates for clients' bond info
- Monthly Matured Bond Report email detailing all of your clients' bonds that have stopped earning interest
- Our EXCLUSIVE Savings Bond Forecast Report© for projecting future bond performances to compare to other investments: i.e. annuities
- *Limited Marketing Materials:
- "Existing Client Letter" - suggested letter to be sent to your clients announcing the availability of this newest capability you now have.
- "Bond Inventory or Data Sheet" - use to write down the bonds that your clients own to enter the bonds from to create a Savings Bond Performance Report©
- "Financial Report Card" Brochure - a financial self examination to be filled out by your clients/prospects, to help them learn where their financial future might have some flaws.
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What is a Portfolio / How do Portfolios work?
Included with your subscription there are
50 portfolios. A Portfolio can be thought of as a collection of all the bonds belonging to one person.
At the outset of your subscription, you can create up to 50 portfolios. Bonds can be added at any time. There is NO LIMIT to the number of bonds
a portfolio (account) can contain. Additional portfolios can be purchased in blocks of 10 for
$100 a year or, if on the monthly payment plan, an additional $8.34 is added to the monthly renewal. This charge is Pro-rated to the end of an existing subscription.
A "Second Seat" is also limited to 50 portfolios. Additional blocks of portfolios can also be added. Portfolios can be transfered between accounts if necessary.
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- PRE-SEMINAR PLANNING & MARKETING
- Seminar checklist & timeline
- "How to Succeed Using the Savings Bond Seminar" guide
- Advertising materials for newspaper, radio, newsletters, flyers, mailers, etc.
- Sample letters & phone scripts to market to existing clients, new clients, seminar attendees, organizational chapters/groups. etc.
- Our interactive Savings Bond Employer Payroll Deduction Plan search
- Online SavingsBonds.com Web Referral Service
- An extensive and official Savings Bond Manual
- SEMINAR PRESENTATION & HANDOUTS
- Access to our exclusive turn-key seminar invitation program
- Example Video of our staff doing a Savings Bond Presentation
- Speaker's Script & Seminar Guide
- Handouts to attendees: Questionaires, Bond Lists, Follow-Along Notes, etc.
- Auto-Sample Bond Report detailing what the client will receive
- The Savings Bond PowerPoint Presentation: Run time aprox. 35 to 60 minutes
- SAVINGS BOND REPORTING
- Personalized, Color-Coded Savings Bond Performance Reports
- Enter an unlimited number of Savings Bonds for each portfolio
- Print out your reports, immediately after data entry, on your color printer!
- Monthly DRIP MARKETING emails and updates for clients' bond info
- Monthly Matured Bond Report email detailing all of your clients' bonds that have stopped earning interest
- Our EXCLUSIVE Savings Bond Forecast Report© for projecting future bond performances to compare to other investments: i.e. annuities
- ACCOUNT SET-UP, TUTORIAL & MAINTENANCE
- 30 min. Tutorial of our system with a live representative for you and your staff
- 30 min. Marketing Follow-up with our Marketing director to be sure the proper process is being followed
- 1 hour of Savings Bond consulting [per year] for Frequently Asked Questions, rate inquiries, rule explainations, etc.
- Unlimited Technical Support - 9am to 5pm Est - for help with downloading materials, entering bond reports, etc.
- Automatic Updates of Marketing Materials & sending of Monthly Summary Statements and Matured Bond Reports
- "Monthly Savings Bond Marketing Tips" newsletter with Bond News, new Marketing ideas and Tech Corner
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Account Terms & Conditions:
Subscriber/Cardholder recognizes and accepts and agrees that
once the training, educational and/or instructional materials supplied in this subscription - including the videos, are sent to the subscriber,
that there will be no refunds, either in whole or in part. The SBPlanner PLATINUM PLUS marketing materials and reporting system are limited to one (1)
individual's name per account, which is placed on your customized Savings Bond Performance Reports™ & My Savings Bond Forecast Report™. Additional
'Seats' to accommodate different names on the reports, such as partners/associates from the same firm located in the same office location,
beyond the initial subscription, can be purchased for an additional $695.00 per seat. The purchaser of this service agrees that seminar presentation slides, advertisements,
handouts and all other materials distributed by this service are not to be re-distributed, re-packaged or re-sold to other company or individuals
without the expressed written consent by an officer of Union Information Services, INC. (UIS), the parent company of SBPlanner.com.
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Learn more or Sign-Up now! - Contact our friendly sales staff at 800-717-2663
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