THE STRONGEST FISH
Join our exclusive group of hand-selected BD/RIAs to distribute the Million Dollar Advisor System to your advisors. This time-tested client acquisition system was created by one of the industry's top producers and is now available to help you help your advisors increase their GDC/AUM.
10,000 Baby Boomers turn 65 each day. This system offers a proven solution to the biggest problems they worry about.
Do we really have enough
If one of us needs long-term care,
how will we pay for it?
Your advisors do this by offering exclusive products that protect savings if long-term care is needed.
By adopting this philosophy, your advisors will be able to consistently book 4-6 appointments a week with prospects that typically have assets between $200,000 and $2,000,000. Also, they'll provide asset-based solutions and see significant opportunities for annuities and assets under management.
As elder care replaces childcare as the number one issue facing Baby Boomers, "Don't Go Broke in a Nursing Home" is the one book they are all looking for. By providing a free, co-branded copy of this book to existing clients and prospects, your advisors will be able to help their clients solve one of their most pressing concerns about retirement.
While many prospects and clients throw away business cards and brochures, they typically don't throw away books – which makes this the perfect leave behind piece.
30 years of advisor marketing experience at your fingertips.
Over 60+ years of industry experience to advise you on what products are best.
Seize every opportunity to position your company in your customers' minds.
The most important part of our system: The ability to co-brand & distribute to your clients.
Custom, clean, and
responsive website design.
Helpful tips, training videos, interview scripts and much more.
Designed to match your current branding. All of our materials are completely compliant.
Everything you need to attract, educate and close prospects with our workshop kit.
The top-rated insurance companies in the industry. We've vetted them so you don't have to.
*Discounted when enrolled in the Foundation Program.