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  • 1. >> financial planning plansmart fact sheet for financial planners Prime Approach TM Retirement Planning © copyright 2002 rarestone financial series inc.
  • 2. plansmartTM Financial Planning About this fact sheet This fact sheet is intended for financial planners interested in purchasing a license for PlansmartTM Financial Planning. It provides an overview of the program, benefits of purchasing a license, license pricing and pricing for selected seminar materials. Financial planners may also request a package containing sample materials. This package is intended only for qualified financial planners evaluating PlansmartTM Financial Planning and includes: • sample pages from the 180-page participant workbook • pricing • PowerPoint presentation • marketing materials • Program Menu corporate approach brochure Complete details about the program and licensing are available at www.personalfinanceseries.com or by calling Rarestone Financial Series Inc. at 1-866-947-5766. Program overview If your clients and prospects are planning to retire or are recently retired, PlansmartTM Financial Plan- ning can help them make the most of their financial assets. Participants learn how to structure their retirement to achieve the results they want. Armed with insignt and planning tops, they will be on their way to mapping out a personal plan that makes the most of what they’ve got. The specific details of corporate benefit plans can be incorporated into the program, helping employees understand the significance of workplace benefits in the context of their own personal strategies. PlansmartTM Financial Planning was written by Daryl Diamond CFP CHFC CLU of Diamond Retire- ment Planning, specifically for the Canadian market and is updated frequently. Education modules PlansmartTM Financial Planning is modular, allowing you to include any or all of the components. Seminar content includes: • Protecting your income • Managing health risks • Understanding the economic basics • Taxes and tax planning • Employer-sponsored retirement programs • RRSPs and non-registered plans • Investing your money • Estate planning Structure and time frame PlansmartTM Financial Planning is a nine hour program, ideally presented in three three-hour sessions. The modular design allows facilitators to set the program up in such a way as to meet scheduling requirements. About Rarestone Financial Series Inc. Since 1995, Rarestone Financial Series Inc. has offered financial planning education to Canadians in continuing education environments, public sessions and as part of employee benefit plans. Our programs, Prime ApproachTM Retirement Planning, PlansmartTM Financial Planning, Finance and Investing for Women, and Your Money and Your Life give participants information and planning strategies that will help them build a secure financial future. Additional information is available at www.personalfinanceseries.com. Prime Approach TM Retirement Planning © copyright 2002 rarestone financial series inc.
  • 3. Licensed User materials and pricing schedule Licenced Users enjoy benefits not available to Casual Users, including: • national networking possibilities • one day Facilitator’s training • territorial rights • reduced pricing on direct mail campaigns • corporate approach marketing support • customized promotional material • toll-free marketing and training support • continuing education leads • Licensed Distributor of materials to Casual Users • assistance in designing promotional campaigns • access to Rarestone’s in-house graphic designer • reduced pricing on program materials Terms of the License are outlined in the License Agreement. Selected items. Prices are subject to change. Taxes and shipping extra. Program license One time fee ..........................................................................................$6,000.00 Program bundle: Prime Approach & Plansmart ............................ $10,000.00 Annual minimum purchase quota Does not apply first year of license ...................................................$2,500.00 Participant workbook 180 pages Professionally designed, printed and bound Minimum order 20 ............................................................................... $31.00 ea. Overhead presentation 181 colour overhead slides Professionally designed with organizing binder .......................... $495.00 ea. PowerPoint presentation Professionally designed, updated quarterly CD format for convenience ............................................................. $250.00 ea. Facilitator’s Guide Includes corporate prospecting materials CD format for convenience ...........................................included in license fee Hard copy ............................................................................................. $50.00 ea. Program marketing materials Brochures ...................................................................................................... $0.35 Posters ............................................................................................$0.15 to $0.20 Custom printing ............................................................................. call for pricing Corporate approach marketing brochures Professionally designed and printed, perfect for prospecting Minimum order 50 ..................................................................................$3.50 ea. Prime Approach TM Retirement Planning © copyright 2002 rarestone financial series inc.
  • 4. Casual User materials and pricing schedule Casual Users may purchase materials directly from Rarestone Financial Series Inc. or from a Licensed Distributor in their territory. Licensed distributors have the right to charge according to their markets. Other conditions apply to the Casual User Agreement. Please call Rarestone Financial Series Inc. for details. Selected items. Prices subject to change and reflect pricing when materials are purchased from Rarestone Financial Series. Taxes and shipping extra. Participant workbook 90 pages Professionally designed, printed and bound Minimum order 25 ............................................................................... $60.00 ea. PowerPoint presentation Professionally designed, updated quarterly CD format for convenience ............................................................. $395.00 ea. Facilitator’s Guide Hard copy ........................................................................................... $100.00 ea. Program marketing materials Customized marketing materials can be developed and printed and can include brochures, posters and advertising layouts Minimum orders will apply ........................................................... call for pricing For more information, please contact: Jennifer Pinarski Marketing Services Rarestone Financial Series Inc. 4-396 Assiniboine Avenue Winnipeg, Manitoba R3C 0Y1 e-mail jenniferp@personalfinanceseries.com toll free 1-866-947-5766 fax 1-204-947-1471 Prime Approach TM Retirement Planning © copyright 2002 rarestone financial series inc.