NEWBI Membership Benefit: “The Assistant” Financial Planning Software.


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Here’s a benefit aimed at our members in the financial services industry.  We have negotiated a 10-15% discount on the purchase of a radical new piece of software that will revolutionize the financial consultant field. This will become “must have” software for everyone in the next few years… and Legacy members get it first!
This new internet-based application is called “The Assistant”
Use this software to help your customers step through the questions and mazes of opportunities to arrive at a mix of financial vehicles that are best going to meet their needs… all without putting you in the sales roll, or in the “bad guy” black hat either!
This is a stupendous opportunity for our members to capture their markets and leave their competition in the dust.


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