The
Virtual Assistant is a backroom support service for all
financial advisors. The subscription-based service includes a
Website and/or compliant content for your current Website as
well as hundreds of electronic reports, calculators and
newsletters. It includes the "industry standard" Tools and
Techniques Library...a series of 9 books covering virtually
all elements of insurance and financial planning. See what
others think at Testimonials.
Featured Feature...Calculators: Included in the VSA are a wide array (over 100) of calculators designed to help you determine your client's needs in a given area. It includes calculators for survivors, retirement, long term care, businesses, estate liquidity, charitable giving, financial planning, as well as many specialty calculators, such as Roth versus traditional IRA, Required Minimum Distributions, 72 (t), etc. See details and samples at vsa.fsonline.com/vsap/calculators.html.
Please take a little
time to consider The
Virtual Assistant as your assistant. The cost is just
$23.95 per month (a discount may apply), there is a one month
free look and no ongoing contract. Call us at (225) 387-9845 if you need details or an enterprise quote.
The Virtual Assistant Team
|
