2046 Queens Brooke Blvd.​

St. Peters, MO 63376

P: 800-800-6004

F: 636-940-9620

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Time teaches

powerful lessons.

And we took notes.

 

As a CPA, you wear a lot of hats. When it comes to long-term care, don't wear another one. 

 

By using our time-tested system, you will be able to show your clients how to pay for their long-term care in the most tax efficient, cost effective way possible while increasing your firm's revenue and customer base. 

 

Introducing the Million Dollar Advisor System.

When your value as a CPA increases,

so does your client base & revenue.

10,000 Baby Boomers turn 65 each day. This system offers a proven solution to the biggest problems they worry about.

 

 

The Problem.

 

1.

2.

Do we really have enough retirement money?

If one of us needs long-term care, how will we pay for it?

 

The Problem, Solved.

 

Your value increases by offering exclusive products that

protect savings if long-term care is needed.

 

By adopting this philosophy, you 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, you'll provide asset-based solutions and see significant opportunities for annuities and assets under management.

The Cornerstone.

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, you will be able to help your clients solve one of their most pressing concerns about retirement.

Our book, their info.

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.

Time teaches, but books guide.

Included in the System...

LOGO DESIGN

Seize every opportunity to position your company in your customers' minds.

BOOK CUSTOMIZATION

The most important part of our system: The ability to co-brand & distribute to your clients.

EXCLUSIVE A+
INSURANCE PRODUCTS

The top-rated insurance companies in the industry. We've vetted them so you don't have to.

WEB DESIGN*

Custom, clean, and responsive website design. *Discounted when enrolled in the Foundation Program.

EXCLUSIVE CONTENT

Helpful tips, training videos, interview scripts and much more.

WORKSHOP KIT
CONSUMER BROCHURES

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.

DIRECT MAIL
MARKETING PIECES

30 years of advisor marketing experience at your fingertips.​

EXPERT BACK
OFFICE SUPPORT

Over 60+ years of industry experience to advise you on what products are best.

Would you like to know more information?

Laying the proper framework for your advisor's success: Custom Web Design, Development, Logo Design, & Graphic Design.