We make it super easy for Financial Advisors to add clients and increase their income based on their expanded knowledge of our industry’s leading life, disability income, long-term care insurance products and annuities. Advisors gain access to the latest underwriting exceptions, product niches, and advanced planning strategies. Our approach is conservative, client-focused, and emphasizes results that are structurally sound for the long term.
We also offer Advisors the deployment of our Client Acquisition System. Clients start looking for you, rather than you having to hustle to find them! Let’s collaborate and convert your painful outbound prospecting initiatives into an effective inbound marketing campaign. Hundreds of your colleagues are already finding several ideal new clients in their inbox daily. You can arrange to have the same. Get started today – and experience first results tomorrow! Its free, quick to set up, and fun!
Know What’s Possible
It’s impossible to guide clients through the maze of increasingly complex risk management options without a thorough understanding of our industry’s most effective tools. We offer to expand your vision of what’s possible in two ways: (1) we provide in-depth product analysis and advanced sales strategies so you can introduce your clients to optimized solutions with confidence; (2) for planning needs beyond your areas of expertise, collaborate with one of our well known Experts to look after your clients’ more specialized niche planning needs.
three flexible service options
Select one of three easy service options to provide the best possible experience for you and your clients. Match your clients’ needs and your own resources with the service option that most easily accomplishes the desired outcome. Freely switch between options on a case-by case basis.