1(855) 885-7526 advicent.com© Advicent Solutions 2019. Advicent and NaviPlan are trademarks of Advicent Solutions.

Forge the path ahead.

Encourage action Promote action from your clients with professional, FINRA-reviewed reports that demonstrate the benefits of your recommendations.

Streamline compliance Standardize your planning process to limit time spent ensuring that plans are compliant. Additionally, make financial planning adoption easy with easy to understand processes.

Collaborative meetings Develop trust with your clients and prospects by taking a collaborative approach to planning.

Gain insight Discover your clients’ priorities and recommend the best solutions for them. Illustrate the value of your recommendations and show results in.

Collaborative presentations for every planning strategy

2(855) 885-7526 advicent.com© Advicent Solutions 2019. Advicent and NaviPlan are trademarks of Advicent Solutions.

Six distinct presentationsThese six distinct presentations are designed to help every advisor understand and satisfy a variety of financial needs for any clients who walks through the door.

D Road to retirement

D Planning for your family’s education

D Cash flow planning

D Planning to protect

D Income planning for retirees

D Life insurance quick assessment

Results powered by Presentation Module Firms of all sizes can share in the same success that one enterprise broker-dealer experienced by utilizing the NaviPlan presentation module.

Increased annuity assets by 13 percent

Increased fee revenue by 31 percent

Increased fee-based AUM by 37 percent

Increased new recruit AUM by 73 percent

Every client has a story. Help them plan for a storybook ending.

Continued access to your most trusted planning technology is just a click away.

http://go.advicentsolutions.com/axa

Presentation Module stand-alone:1-year: $600 | 3-year: $480

Presentation Module add-on to NaviPlan:1-year: $300 | 3-year: $240