Tuesday, 8 December 2009

Saw this on IFA life and loved it. You may well have seen it before:)

New revenue leads for all IFAs from allaboutschoolfees.com

http://www.allaboutschoolfees.com/ has received a huge amount of interest in its on-line school fees modeling tool from the IFA community.

The site calculates expenditure – and savings requirements over the life of children’s private education. The tool uses powerful algorithmic software and the only complete database of UK private schools and their fees, to generate bespoke fee schedules. The schedules can be per child or per family with infinitely customised of rates of inflation and savings growth, lump sums and savings holidays. The ability to use the lump sum functionality to set an opening investment amount, which neutralises all the future cash flows, is of particular interest to IFAs.

Once a parent sees how much they need to save over an extended period of time, or invest today, their next question is always “what should I invest in, and can it be tax-efficient?” The answer is that they need to speak to an IFA.

The www.allaboutschoolfees.com modeling tool is available for a fee of £34.95 incl VAT per license (which allows for 5 children to be profiled over 5 separate plans using up to 20 schools per plan), but we will also set up bulk purchases of licenses for £23.00 incl VAT. As well as representing a large discount over the regular price, a bulk purchase avoids the need for individual registrations and cuts time spent making individual payments.

This tool takes the legwork out of creating school fee schedules, and creates a professional and reliable centrepiece for any client report. When an IFA walks a client through an allaboutschoolfees.com report, there is simply no need to persuade them they need to buy an investment product – they’ll be asking you what to buy.

Visit http://www.allaboutschoolfees.com/