• Complete and Submit Profile
  This Profile form requires no vital or compromising data. We will reply with your pay-off and savings projections normally within 24 hours (large groups require 1 week).  It is crucial for projecting the efficiency of all products we offer.

• Schedule Your Educational Webinar(s)
  Call toll free 800-614-1550 or email us at info@americanfinancialplanner.com to schedule your webinar.  Identify the topic in which you are interested.

• Declare Your Intentions
  After receiving your Profile results and after the webinar(s), you will receive instructions on how to proceed once you declare your interest in proceeding with any aspect of the program.

 

In proceeding with the S.A.F.T.N.E.T.:

• We will get you set up with your bank or locate a different bank for you.
• We will assist you in qualifying for the necessary banking product(s).
• Once you are qualified, we will process your one-time, lifetime fee of $3,500 (this fee is waived for employees engaged in the employee-benefits package).
• When the fee is processed, schedules are printed and emailed to you.
• You have unlimited access to our CPA/Accountant staff.

In proceeding with the Deferred Income Account (DIA):

• We require a minimum of two days to formulate a variety of optimal Estate Plans on which the Deferred Income Account is based.
• The process can take up to 30 days to put in place.

In proceeding with the Hybrid-Health Insurance Program (HHIP):

• Schedule a personalized meeting wherein we implement your actual numbers.
• We require a minimum of two days to obtain the various estimates for premiums.
• We put you in touch with the necessary providers and walk you through the process.
• The process can take a week or two.

In proceeding with the Employee Benefits Package (EBP):

• Schedule a Webinar.
• Upon starting the program, our staff will fly in to meet/educate principals in person to cover the very simple mechanics of accounting.
• Several group webinar time slots are provided for easy employee access, enabling them time to be educated on the products—off of the company time clock.
• Each employee submits their Profile and meets in an online web conference one-on-one with a CPA/Administrator—off of the company time clock.
• When an employee/employer terminates employment, there is no Cobra or 401k tracking or accounting or follow-up on your part. We continue servicing that employee, at no cost to either party.  All products are individually owned  and fully portable without mandates, accounting, or follow-up requirements.