AI – THANK YOU
Thank you for attending the IARFC Financial Forum. We strive to provide the education you need to succeed in your business.
As promised…. Here is the AI Roleplay Guide – A step-by-step guide to using AI as a practice tool.
Below is the list of all the AI tools discussed in the class, with links to access them.
AI ROLE PLAY GUIDE DOWNLOAD
AI Virtual Assistant Suites
| Tool | URL | Typical Price |
|---|---|---|
| Marblism | marblism.com | $44/mo or $288/yr |
| Sintra | Sintra.ai | $48/m or 187/yr |
Core AI Assistants
| Tool | URL | Typical Price |
|---|---|---|
| ChatGPT | chat.openai.com | Free / $20/mo |
| Claude.ai | claude.ai | Free / $20/mo |
| Perplexity |
Marketing & Content AI
| Tool | URL | Typical Price |
|---|---|---|
| Jasper | jasper.ai | $39–$59/mo |
| Copy.ai | copy.ai | Free / $36+/mo |
| Gamma | gamma.app | Free / $10–$20/mo |
| HeyGen | heygen.com | $29–$59/mo |
Financial Planning AI
| Tool | URL | Typical Price |
|---|---|---|
| Holistiplan | holistiplan.com | $100–$150/mo |
| RightCapital | rightcapital.com | $150–$300/mo |
| eMoney | emoneyadvisor.com | $150–$300/mo |
Advisor Productivity AI
| Tool | URL | Typical Price |
|---|---|---|
| Jump | jumpapp.com | $60–$100/mo |
| Zocks | zocks.io | $50–$100/mo |
| Otter | otter.ai | Free / $10–$20/mo |
| Fireflies | fireflies.ai | Free / $10–$19/mo |
Sales & CRM AI
| Tool | URL | Typical Price |
|---|---|---|
| ZoomInfo | zoominfo.com | $10K+/yr |
| Catchlight | catchlight.ai | $30–$100/mo |
| HubSpot | hubspot.com | Free / $20+/mo |
| Salesforce Einstein | salesforce.com | $50+/mo |
Research & Enterprise AI
| Tool | URL | Typical Price |
|---|---|---|
| AlphaSense | alpha-sense.com | $10K+/yr |
| Bloomberg | bloomberg.com | $25K+/yr |
If you have a question or need help with your practice, don’t hesitate to reach our we are here to help you.
Jeremy Nason Sandy Schussel
Jeremy@insuranceproshop.com Sandy@sandyschussel.com
