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Forefield and Jack Cramer and Associates Announce Joint Marketing and Business Partnership Agreement

Jack Cramer to Offer Forefield's Suite of Services in Conjunction with Training, Coaching and Marketing Programs

MARLBORO, Massachusetts, and MADISON, Wisconsin, December 14, 2004 -- Forefield Inc., the leading provider of sales, research, and client communication resources for financial advisors and consumers, and Jack Cramer and Associates, Inc., the premier provider of planning-focused training, coaching, and marketing programs, today announced a joint marketing and business partnership agreement.

Through the partnership, Forefield's comprehensive suite of FINRA-reviewed financial articles, illustrations, and interactive resources will be offered through a joint marketing website and branded for clients of Jack Cramer and Associates. The integration of Forefield's suite of services with Jack Cramer's training, coaching, and marketing programs allows financial advisors to transition their business seamlessly to a planning approach which emphasizes comprehensive wealth management and product implementation. The Forefield solutions available through Jack Cramer include:

• Forefield Advisor – Online access to 3,000 continuously updated articles, interactive tools, email alerts, and sales templates.
• Forefield CE – Online access to 30 credit hours for CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC® certificants.
• Forefield Newsletters – Full-featured, FINRA-reviewed, monthly financial planning newsletter service customized for the enterprise and personalized for the advisor.
• Forefield Seminars – Comprehensive, customizable, FINRA-reviewed presentations for financial enterprises, comprised of 20-30 PowerPoint slides, a complete script, and an interactive client workbook.

"As our clients move their sales organizations toward a planning-based approach to financial services, we think Forefield is an ideal partner," said Jack Cramer. "As we continue to help broker-dealers increase their adoption rates of financial planning best practices and technologies, we find that Forefield's quality of content and flexibility of formats allows us to have a more direct and relevant impact on the daily business practices of Advisors."

"We are thrilled to make Forefield available through Jack Cramer and Associates," said Brent Delehey, President and CEO of Forefield. "Jack Cramer's training, coaching, and marketing programs provide a perfect complement to Forefield's suite of solutions. Our mutual clients will benefit from a consistent and seamless transition from Jack's focus on Advisor adoption strategies to the learning and research solutions Forefield provides.”

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. For more information, visit www.forefield.com.

About Jack Cramer and Associates

Jack Cramer and Associates, Inc. is a leading consultant on Advisor adoption strategies for financial services organizations. Cramer focuses on implementing training, coaching, and marketing programs that help Advisors integrate financial planning best practices and technologies into their daily business practices.

Jack Cramer and Associates' clients include leading financial services companies such as Morgan Stanley, Schwab Private Client Group, Quick & Reilly, H&R Block, Met Life, Bank of America, Chase, PNC, Fleet, Washington Mutual, Synovus, Banco Popular, First Tennessee Bank, NFP Securities, Equitable, Jackson National, Nationwide, and New York Life. For more information, please visit www.jackcramer.com or call (608) 232-0550.