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The Next Generation of Business Information. www.sbmedia.com. THE POWER TO BE INFORMED. THE POWER TO ADAPT. THE POWER TO PERFORM. The POWER of. The Next Generation of Business Information. www.sbmedia.com. The POWER of. What’s powering your sales-force?.

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  1. The Next Generation of Business Information www.sbmedia.com THE POWER TO BE INFORMED THE POWER TO ADAPT THE POWER TO PERFORM The POWER of

  2. The Next Generation of Business Information www.sbmedia.com The POWER of What’s powering your sales-force? AdvisorFXdelivers the content that gives you the power to be efficient, informed and productive.

  3. The Next Generation of Business Information www.sbmedia.com The POWER of What is AdvisorFX? • Best in Class research and reference material: • Empower the Advisor with answers and cited sources. • Demonstrate subject matter knowledge at the point of sale. • Easy to use!

  4. The Next Generation of Business Information www.sbmedia.com The POWER of The benefits of Tax Facts and AUS combine in the robust FX-Powered online content delivery system. • The most authoritative tax reference. • Easy to use Q&A format • Tax information cited to authority • Answers to questions asked by clients and advisors • The best resource for daily business solutions • Solution-focused “Main Library” content • Hundreds of strategies, pointers, and ideas presented in a narrative style • Updates on all industry changes And offers the most complete information resource on the market today.

  5. The Next Generation of Business Information www.sbmedia.com www.AdvisorFX.com

  6. The Next Generation of Business Information www.sbmedia.com AUS Main Libraries Places essential, up-to-date information at your fingertips Coverage of over 15 Major Subject Areas

  7. The Next Generation of Business Information www.sbmedia.com AUS Main Libraries More than 100 major categories 700 sub-topics topics listed under them

  8. The Next Generation of Business Information www.sbmedia.com AUS Main Libraries Main Category breakdown Main section headers Links to Subdivisions within each section

  9. The Next Generation of Business Information www.sbmedia.com AUS Main Libraries Main Library Article Explanation of subject-matter Links of Sub-headings within the Subdivision Cross-reference to related Subdivisions List of all Subdivisions within the same section

  10. The Next Generation of Business Information www.sbmedia.com Advisors Journal Targeted current news and updates Quick headlines to keep advisors informed of industry developments- as they occur

  11. The Next Generation of Business Information www.sbmedia.com Advisors Journal Headlines listed by Month Summaries of the latest updates

  12. The Next Generation of Business Information www.sbmedia.com Tax Facts • All of the content of Tax Facts Online: • Thousands of Q&A covering dozens of main topics • Annuity and Valuation tables • Tax Facts Guidex, Starting Points, and Navigators for quick topic drill-down • Planning Points Quick links to Main Topics

  13. The Next Generation of Business Information www.sbmedia.com Tax Facts Main Content All of the content of Tax Facts on Insurance and Employee Benefits, plus Tax Facts on Insurance

  14. The Next Generation of Business Information www.sbmedia.com Tax Facts Topic Drill-down Questions for each topical category. Quick links to related topics

  15. The Next Generation of Business Information www.sbmedia.com Tax Facts Tax Facts Questions: Numbered for easy lookup Detailed answer and explanation to the question. Lists other questions related to this topic Cross references to footnotes for additional resources Links to related subjects within this chapter.

  16. The Next Generation of Business Information www.sbmedia.com Concepts Illustrated • Easy to understand charts and diagrams that explain complex financial concepts. • - Ideal for advisors who need to learn more about a subject area that they do not specialize in. • Great to share with clients so they can understand your recommendations. • Excellent training and communication tool.

  17. The Next Generation of Business Information www.sbmedia.com Concepts Illustrated 6 Major Concepts Illustrated Sections offer multiple illustrated aids and diagrams. Section title and links to illustrated explanations. Links to most viewed Concepts

  18. The Next Generation of Business Information www.sbmedia.com Concepts Illustrated Explanation or definition of the concept Link to PDF of the illustrated concept or strategy Cross-References to related Concepts Illustrated Links to Sub-Headings within page Cross-References to related subdivisions in Main Libraries Links to other related Concepts Illustrated

  19. The Next Generation of Business Information www.sbmedia.com Concepts Illustrated Concepts Illustrated PDF Graphic: Detailed explanation of specific strategies and solutions

  20. The Next Generation of Business Information www.sbmedia.com Calculators Interactive tools to make complex calculations easy.

  21. The Next Generation of Business Information www.sbmedia.com Calculators • Simplifies complex, time-consuming tasks. • Easily help clients understand and act on their need to manage their assets. • - Excellent communication tool.

  22. The Next Generation of Business Information www.sbmedia.com Practice Aids Targeted tips and solutions that advisors can use for effectively managing common business issues

  23. The Next Generation of Business Information www.sbmedia.com The POWER of Great content that’s easy to access, dynamic, and relevant to your business success. • The FX-Powered Content Delivery System offers: • Multiple methods for searching and drilling down to the information you need • Relevant search results that are ranked and highlighted for efficient searches • MyFX: an online “virtual workspace,” helping you be more productive.

  24. The Next Generation of Business Information www.sbmedia.com The Power to Search An intuitive and easy-to-use search engine: “Anybody who can use a browser can find the information they need on AdvisorFX.” Search terms or phrases using the search box. Search options allow you to control the type of results that are returned.

  25. Search results are returned within the category they occur Results are ranked based on relevancy to the search term within each category The Next Generation of Business Information www.sbmedia.com The Power to Search

  26. The Next Generation of Business Information www.sbmedia.com The Power to Search All search terms are highlighted in red.

  27. The Next Generation of Business Information www.sbmedia.com Topic Drilldown Both AUS Main Libraries and Tax Facts offer an extensive Guidex for a subject-matter drill-down method of searching. Think of the Guidex as the online version of the printed book Index.

  28. The Next Generation of Business Information www.sbmedia.com Topic Drilldown AUS Main Libraries Guidex A topic-by-topic breakdown of the major subject areas covered by AUS

  29. The Next Generation of Business Information www.sbmedia.com Topic Drilldown Tax Facts Guidex Lists the questions that pertain to particular subject matter. Indicates the type of tax law applied. A preview of the question is displayed when you mouse-over the Question number.

  30. The Next Generation of Business Information www.sbmedia.com Topic Drilldown Tax Facts Starting Points lists the major, most commonly referred-to questions for quick reference on major topics.

  31. The Next Generation of Business Information www.sbmedia.com Topic Drilldown Tax Facts “Table of Contents” lists links to the questions in the order that they would appear in the source books. Questions are grouped and sequenced by subject-matter. A preview of the question is displayed when you mouse-over the Question number.

  32. The Next Generation of Business Information www.sbmedia.com • A “virtual workspace” for advisors. • Keep a record of past page visits • Save and organize favorites • Make notes to relevant articles for future reference • Streamline your experience and make the most of your information

  33. Click “View Favorites” link to see saved articles. The Next Generation of Business Information www.sbmedia.com View “History” to see the past articles and tools that you’ve visited.

  34. The Next Generation of Business Information www.sbmedia.com Every article features an “Article Tools” box. Allows: - Quick Printing - Email article - Add to Favorites - Take Notes

  35. The Next Generation of Business Information www.sbmedia.com “Favorites” lists all articles and tools that you’ve saved for easy retrieval later.

  36. The Next Generation of Business Information www.sbmedia.com Article Notes Add notes to articles for a great reference when you refer to it later. Adding a note to an article automatically saves it to your favorites.

  37. The Next Generation of Business Information www.sbmedia.com Article Notes Notes that you make to an article will appear in that article’s right column.

  38. The Next Generation of Business Information www.sbmedia.com Personal Folders myFX allows you to organize your favorite articles in “Personal Folders.” With just a couple clicks: - Create Multiple Folders - Add Articles to them

  39. To learn more visit www.AdvisorFX.com or Call: 1-800-543-0874 The Next Generation of Business Information www.sbmedia.com The POWER of The Power is in your hands… Greater Success is within Reach.

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