Do you have questions?  We have answers.

  • What is the cost of The Shield?

    Price varies. We have individual pricing as well as special pricing for our FMO partners. There are also different plans you can choose from. Call 866-771-9106 for details.
  • Do you need the internet to use The Shield?

    You do not need the internet to enter clients’ data, give presentations, use the calculators, or generate reports and illustrations. However, to get index updates and new enhancements to the presentations, calculators, reports and illustrations you will need internet access.
  • Does The Shield work with Vista? What about Windows 7?

    Yes – see minimum system requirements below
  • Can I have The Shield on more than one computer?

    Yes! The Shield’s will be connected and the data can be viewed on each computer. Call for details. This is extremely beneficial if you have an assistant. An additional fee may apply. Call 866-771-9106 for details.
  • Do you provide online training?

    Yes, we provide live training webinars every week. For your convenience we have a training website in which you can access 24/7 to learn how to enter data, give effective presentations, use the calculators, and generate reports and illustrations.
  • Do you provide any training events that I can personally attend?

    Yes. Call 866-771-9106 for details.
  • Minimum System Requirements for The Shield

    Intel Pentium IV or Equivalent Processor Windows XP Professional, Home Edition, Windows Vista or Windows 7 512MB of RAM (1 GB recommended) 250MB of Available Hard-Disk Space Internet Connection Required for Activation & Updates