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Financial
Tool Kit
An
entirely new dimension of service
for your website.
Providing
consumers with the tools to help them manage wisely is now
easy with the Financial Tool Kit. This "branded"
site of useful tools adds value to your site and help make
it the effective marketing channel it can be.
The Checklists,
Worksheets and Library of Articles will educate readers and
create results - cross-sales, up-sales, reduced attrition,
increased website traffic and prolonged website visits.
Each Checklist identifies key issues or poses critical questions.
The reader is then directed to an associated article to learn
more. In addition, the Checklist points out how your organization
can assist in implementing a solution.
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Checklists
|
Worksheets
|
Library
|
Calculators
|
| Basic
Financial Planning |
Personal
Balance Sheet |
General
Financial |
Mortgage
Payment |
| Simplify
Your Finances |
Household
Spending |
Home
& Residence |
Mortgage
Refinancing |
Annual
Financial
Check Up |
Home
Ownership |
Insurance |
Retirement |
| Managing
Your Debt |
Insurance
Policy Information |
Investment |
IRA
Comparison |
| Insurance
Review |
Retirement
Plan Information |
Retirement |
Present
Value |
| Retirement
Planning |
Household
Inventory |
Income
Tax & Estate Planning |
Future
Value |
| Income
Tax Planning |
Personal
Contacts |
Issues
Facing Parents |
Savings
Goals |
| Estate
Planning |
Locations
of Important Papers |
Small
Business Articles |
Portfolio
Rate of Return |
Visit
a sample Financial Tool Kit or visit our Spanish
version - Kit de Herramientas Financieras.
How
does it work?
The Financial Tool Kit will be branded with your name and
logo. All we need is your logo (often we can get it from your
website) and the URL of where you want visitors to click to
(usually your home page). We activate the service (usually
within a day) and send you the link to add to your site.
You may
already have links to calculators or other tools. You could
simply add a link to "Financial Tool Kit" or create a new
link to a comprehensive "suite of services with a "roll-over"
or "drop-down menu" to the different tools you offer. You
might call it Financial Tools, Education, Learning Center,
Solutions, Managing Your Finances, Learn About or some other
engaging descriptive term.
What
does it cost?
The cost of the Financial Tool Kit service is $300
per month. The Spanish version - Kit de Herramientas Financieras
- is also $300 per month. If you want both versions, the price
is $500 per month. Billing is quarterly in advance with no
set-up fees or long-term commitment.
The Financial
Tool Kit can make your website a "destination for financial
literacy." Make your website a more productive marketing tool
while providing visitors tools they need to reach their financial
goals. Call 800/723-7237 or email
to learn more or start the service.
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