Meet Joe. A financial advisor who manages a diversified book of business. He knew he could provide better services to his existing clients, and gain referrals by incorporating financial planning into his business plan. But he had difficulty finding time and the right solution and then Joe learned about the Financial Planning and Education Center (also known as the FPEC). The Financial Planning and Education Center and Acumen provide powerful financial planning services, support and tools. Through the FPEC, Joe can schedule one-on-one consultations with a Financial Planning Counselor, as well as send in all required documents to create the financial plan. The FPEC team does all processing and analysis, and advises Joe on how to deliver the plan. AdvisoryWorld portfolio analytics, investment planning and proposal generation capabilities are deeply integrated with the Financial 360 application providing Joe with powerful illustrations to validate his recommendations. By using Financial 360 and its integration with AdvisoryWorld, Joe is able to manage financial and investment planning in an efficient workflow. His sales have increased, he's receiving more referrals and most importantly, his clients are happy. Be like Joe. Call the Financial Planning and Education Center at 888-288-3732 to inquire about the financial planning process and its powerful tools. Visit advisoryworld.com for more detailed information about the portfolio analytics integrated with Financial 360. Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA and an SEC-registered investment advisor.
VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries, VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.
