You have reached the information page regarding the various software licenses training participants receive during their training.
TO order your license for the training, you will need a code or a receipt provided by ICFE.
Depending on which module you are enrolled in, you will have one of three 30 day licenses.
1. Consumer URSLA web- based
WHEN-Score license (For modules B - D)
2. WHEN-Score software Client Management and Gift Pack Program license.
(For modules E - H)
3. Professional License program
(For modules I - L)
Learn more about
each license below
1. CONSUMER WEB-BASED URSLA MEASUREMENT (Your 30 day license begins in Module B)
You can’t find a solution until you know the Score.
What is your WHEN-Score?
 The WHEN-Score is the origional software tool measuring URSLA -- the Unbiased Retirement Sustainability Longevity Age. URSLA is one number--a person's age with a 90% probability financial resources will last. Knowing it empowers an individual and helps you to help others.
Helping others find this one number shows potential clients your understanding of the interrelationship of the many variables involved with financial resource longevity. You serve others by helping them know where they stand financially without bias or the concern that someone is trying to convince them of the value of a product or service without an understanding of how it might affect their retirement. What people are saying……
“I have been confused for years. I go to one person and they tell me one thing, then I go to another and they tell me I can never retire. The WHEN-Score finally made it clear – I realized what I was doing was working better than I expected. It told me with a 90% probability that my resources would last till I was 92!" |
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“Knowing my WHEN-Score gives me peace. Sure, I need to work with someone to give my resources more longevity but now I know where to start. I can go to a financial professional and say, how will you extend this number. Great Job, WEALTH STRONG – finally a number even I can understand!!
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 "For the cost of lunch, I found a way to stop living in fear. Fear of the unknown. OK, now I have a number and it tells me where I am NOW. I like that it is unbiased – based on real numbers – not ones a salesperson puts in. And I can change my retirement age and it changes how long my financial resources will last. Yes I know I will need to work with a financial professional to make my WHEN-Score move to a higher age but at least I am in a place where I know the score”.
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2. WHEN-Score software Client Management and Gift Pack Program
A professional license with client management and lead potential.
Your 30 day license begins as you start Module E training
The professional license pack offers a set of licenses (the gift pack) that can then be allocated to potential clients. With this license, the professional receives a code which is tied to their CLIENT MANAGEMENT license. Professionals can use this in different ways. In one example, the professional places the gift code on their business card. This code allows the potential client to sign into the web-based URSLA program, register and receive 7 days of the consumer WHEN-Score. When the potential client signs into the URSLA program, the professional is notified of their contact information so that they can offer services to the individual to help them complete their URSLA.
The second part of this CLIENT MANAGEMENT and GIFT PACK program is your software is now upgraded to a service level. You can enter multiple clients and run multiple scenarios for each. Each client and scenario you develop is confidentially accessed only by you through your coded license.
This lead generation system helps you show potential clients your broad understanding of the interrelationship of your product or service to the retirement concerns they have. No matter what your profession, a sophisticated professional has a general knowledge of their client's issues and fears. Running out of money in retirement is a major concern for most individuals. You can educate your clients not only on the impact of their current and future actions but also show how your particular suggestions can help extend their resources in retirement.
3. WHEN-Score Professional License program
Enhance your professional practice, build value and give your clients what they want.
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| What clients are saying: |
“What a welcome surprise. Finally a professional who is partnering with me and not trying to sell me something. James helped me understand what I needed to look at to feel secure regarding my retirement future. I used the WHEN-Score to find my URSLA number and found how long my financial resources would last. Then Joe showed me something incredible. He built on my URSLA number from my WHEN-Score program and showed me the impact of how using his service and making a decision now would help my resources last additional years. It was easy and there was no hocus-pocus. I like that it didn’t take hours – thank goodness. It was very unexpected.”
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| .What professionals are saying: |
“As a licensed long term care insurance professional, it has always been difficult to show people the reality of how, as we grow older, the risks to a portfolio increase dynamically. The first time someone came to me with their WHEN-Score and we looked at ways to increase the age their resources would last (with a 90% probability), the impact of adding LTC was evident. I feel good because I can easily show how what I do can make a difference in a person’s WHEN-Score. Sometimes LTC is not the right move, but I don’t spend hours preparing something that proves me wrong. The answers are almost instantaneous and I am able to meet with more people and give them great answers within minutes. Now I hand out the WHEN-Score for people to do at home and then they call me to work with them. They actually talk with me as a person instead of running the other way when they see me coming. It is what customers want, quick, easy and getting a necessary job done”.
In the 9th Module, participants receive the WS-QP edition which allows them to become educated regarding the variety of strategies people use to extend their URSLA. Each person has the ability to then determine if the CLIENT MANAGEMENT program or one of the WHEN-Score Professional Editions are best for their profession. Once the 30 day licensing expires, the professional has a choice to purchase a Professional Edition license. However, only qualified financial professionals are allowed to purchase the WHEN-Score Professional Edition which includes access to financial strategies as deemed appropriate for their professional licensing. The WHEN-Score Professional Edition is specifically designed to provide up to eleven different licensed professionals with the licensing package and marketing support that makes a difference. Quick, easy and a tool that helps answer the question people throughout America will soon be asking, ‘When is it that my resources run out and how can you or your services make a difference?’ This software is needed now more than ever!”
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