Financial Visions Websites

Maximum Flexibility

You no longer have to choose rigid featureless service or costly custom websites. We offer everything you need at one low price!

Simple To Edit

Tools To Build Your Practice

No More Compliance Concerns

Graphic, Timely, Comprehensive

Five-Minute Tour

Introduction
Choosing a Template
Your Home Page
Other Pre-Formatted Pages
Selecting Articles and Newsletters
Choosing Financial Calculators
Real-Time Content
Selecting Quote Forms
Tax Center and Glossary
Building Custom Pages
Working with Compliance
Going Live

Introduction 

Welcome to the Financial Visions 5-minute demo tour. You'll quickly see just how easy it is to provide a wealth of information and services to your clients and prospects through your own personalized website.

Managing your site is easy and fast - no outside designers or developers are needed. And we provide live phone support if you have questions.

From a selection of templates, you would choose a design you like, and make changes to your information, and choose from among many pages of additional content. All securities related articles have been NASD reviewed.

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Choosing a Template 

As you begin to build your site, you can choose from over 30 professionally designed templates. Each style is unique, with its own color scheme and complete set of graphics. Trying out the designs is as simple as clicking on a new choice.

The Website Manager Tool, where you select your template and add your site content, is a password protected area of your site. Only you and those who have your password, and our support team have access to this area. Each website style has graphics and design elements throughout the site, to give it a consistent, professional image.

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Your Home Page 

Your home page is professionally designed and individually customized to turn prospects into clients, and to bring clients back again and again! In a single glance, your website visitors receive both the information they're looking for and the information you want them to have.

You will upload your photo and company logo, and enter your home page text with the Website Manager tool. You can change or update the information whenever you wish.

As you add and select pages for other areas of your site, the text for listed items in your site's navigation change automatically. Visitors to your home page will also see links to valuable financial content, depending on what you have selected:

• Your company newsletter with articles that you have chosen
• Stock market indexes
• Direct access to stock market research
• A link to daily financial news headlines
• And more...

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Other Pre-Formatted Pages 

There are several pre-formatted pages that are automatically listed beneath "About Us" section of your left navigation bar if you enter content on those pages. The page titles include pages like our firm, our people, company location and more.

It is easy to insert content and photos into the pre-formatted pages. The page designs will be consistent with your chosen template, and will scroll down to accommodate lengthy information. If no content is entered, the link will not appear in your navigation panel.

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Selecting Articles and Newsletters 

We keep your site filled with hundred of pages of timely articles and newsletters, organized by category and topic. Categories include:

• Retirement
• Debt Management
• College Funding
• Taxation
• Saving and Investing
• Estate Planning
• Insurance Topics
• Business Planning
• Personal Finances

Articles can be printed or forwarded to others. And we are constantly adding to our library of topics with a focus on senior-related planning and tax issues. Your clients and prospects will look to you and your website for thorough and concise answers to all of their financial questions.

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Choosing Financial Calculators 

We offer several dozen financial calculators that you can select for your website. These will help you acquire new business by helping your clients and prospects identify gaps in their financial and insurance needs and planning. The financial planning calculators cover eight major categories: Retirement, Debts, Insurance, Finances, College, Investing, Taxation and Business.

Designed by financial planners, the calculators will bring visitors back to your site often. They will even help "presell" your products by allowing your visitors to identify their own needs, or for you to use as a tool to walk clients through different scenarios.

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Real-Time Content 

Daily financial news feeds and real-time market updates give you an edge. An up-to-date web site makes you look like a professional.

Your web site content is timely and current. As tax laws change, you can rest assured that your web site will address such changes through the addition of new calculators, articles, newsletters, and other content enhancements.

You can also keep your site fresh and updated with your own newsletters, presentations, and other content on the many custom pages that are available. The Website Manager Tool and live phone support make it easy, giving you total control.

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Selecting Quote Forms 

Visitors to your website can submit quote requests for the products and services that you offer. This is a great way to capture the contact information on new prospects.

You can select from 15 quote request forms to make available to website visitors. These include: Annuity, Life Insurance, Long-Term Care, Group Health, Auto Insurance, Homeowners, Individual Health, Mortgage Qualification, Disability, 401k Plan, Business Insurance, Substandard Life, Individual Dental, Short-Term Medical and Medicare Supplement.

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Tax Center and Glossary 

Your clients and prospects will appreciate the comprehensive Tax Center on your website. The tax tips include thorough explanations of tax-related terms such as SEP IRA, 401(k), ROTH IRA,and more.

Also included is a table of current federal income tax rates, a tax calendar, and dozens of tax forms and IRS publications. It has everything your clients need as tax time approaches.

The Glossary has definitions of hundreds of financial terms, from "1035 exchange" to "zero-coupon bond." A wealth of useful content keeps visitors coming back, and positions your company as a useful resource within your community.

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Building Custom Pages 

You can build up to 16 custom pages within your site using the easy Website Manager tool. Simply type in content, add your link (which shows up in your navigation menu) and images, and you're done. You can even embed forms, third party newsletters, maps, and other web applications.

You can also create an unlimited number of links to other locations on the Internet. And our customer support team is ready to help with any questions you have while using the Website Manager.

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Working with Compliance 

Our library of articles has been written with industry compliance as a top priority, and we have letters indicating that the articles have been reviewed by NASD (FINRA) where appropriate. If you have a compliance review requirement, your compliance department can actually pre-select approved articles using the tools described below.

For our institutional clients, we offer a proprietary set of compliance tools at no charge. Our web-based Compliance Manager gives the broker-dealer home office the opportunity to review every requested change before it takes effect on the agent's website.

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Going Live 

When you sign up for a new website, we create a temporary location for you to select a design, add images and content, and select the pre-formatted articles, calculators, and other content. It usually only takes a few days of part-time effort to create your first version. And we're here to help if needed.

When you're happy with everything (and have compliance approval, if required), just let us know that you are ready to go live.

Websites are dynamic marketing tools. Keep your site fresh and interesting to visitors by adding information and frequently updating it. The more you do with your site, the easier and more effective it becomes as an important extension of your business.

Optional Email Account — You also have the option of setting up a Financial Visions email account. This is a great way to promote your website because every email you send will have your own website domain name.

Sign up today!