Forefield and Mitch Anthony's Institute for Financial Life Planning Partner to Provide Financial Advisors with Comprehensive Life Planning Platform

Business Wire, Sept 23, 2004

MARLBORO, Mass. and ROCHESTER, Minn. -- Mitch Anthony's Institute for Financial Life Planning Integrates Forefield Advisor into FLP Online Platform

Forefield Inc., the leading provider of financial planning content resources for financial advisors and consumers, and Mitch Anthony's Institute for Financial Life Planning , the leading provider of financial life planning resources to the financial advisor community, today announced that Forefield Advisor(TM) has been integrated into FLP Online.

Through the partnership, FLP Online and Forefield Advisor subscribers have seamless access to Forefield Advisor from within FLP Online. FLP Online is a client discovery application that helps financial advisors connect with clients at a deep level and create an ongoing financial life planning experience. The integration of Forefield Advisor enables joint customers to quickly navigate from FLP Online life planning tools to Forefield Advisor content resources on the same life events, thus providing a comprehensive platform for financial life planning.

"Our recent launch of FLP Online gives advisors ground-breaking discovery tools to help strengthen client relationships," said Mitch Anthony, Chief Executive Officer for the Institute of Financial Life Planning. "With the integration of Forefield Advisor into FLP Online, we have taken another leap forward and created a full life planning platform."

"We are excited about our partnership with Mitch Anthony's Institute for Financial Life Planning," said Brent Delehey, President and CEO of Forefield. "Forefield has increasingly focused on organizing its content resources by life events to help advisors work with clients going through important life transitions, and the Institute for Financial Life Planning's unique position in financial life planning makes them an ideal partner for us."

About Forefield

Established in 1997, Forefield is the foremost provider of real-time sales, education, and client communication solutions for financial institutions and their advisors. Forefield's Web-based solutions facilitate the communication of client-centric financial planning knowledge and advice that is current, concise, and compliant.

Forefield's clients include some of the most prestigious companies in the financial services industry, including American Express Financial Advisors, Bank of America, CIGNA, Commonwealth Financial Network, Deloitte & Touche, Goldman Sachs, Legg Mason, MetLife, Ohio National, PNC Advisors, and Waddell & Reed. For more information, visit www.forefield.com.

About Mitch Anthony's Institute for Financial Life Planning

Founded by Mitch Anthony, the Institute for Financial Life Planning is focused on developing client discovery resources that help advisors implement the financial life planning process in their business. This means asking the right questions, and being able to engage the client in meaningful conversations about important life events, situation, and goals.

Noted Author and speaker Mitch Anthony is widely regarded as the industry leader on building and strengthening client relationships. He consults with the top firms throughout the industry and is the author of Your Clients For Life, The New RetireMentality, Selling With Emotional Intelligence and is the co-author of the best-seller StorySelling For Financial Advisors.