THE STRONGEST FISH
SWIM UPSTREAM
Introducing the Million Dollar Advisor System: a time-tested client acquisition model, created by one of the industry's top producers and designed for elder law and estate planning attorneys to help them increase their firm's revenue by providing an alternative to Medicare and VA Planning.
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 SOLUTION
By adopting this philosophy, you'll be able to provide additional value to your clients that other attorneys can't. We do this by identifying a segment of the market and solving their #1 concern: the rising cost of Eldercare. Moreover, you'll be able to answer the question no one really has an answer to: Who will take care of us if/when we can't take care of ourselves? How will we pay for it? And how do we know which route is the best?
Because in the end, it's not about what this can do for you.
It is about what this does for them.
By partnering with one of our Eldercare Financial advisors, you'll be able to offer exclusive products that protect your clients' retirement savings if long-term care is needed.
The Cornerstone.
As elder care replaces childcare as the number one issue facing Baby Boomers, "TAX-FREE MONEY for Long-Term Care" 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 some of their most pressing concerns about retirement.
TIME TEACHES,
BOOKS GUIDE.
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.
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.
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.
WEB DESIGN*
EXCLUSIVE CONTENT
Custom, clean, and
responsive website design.
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.
EXCLUSIVE A+
INSURANCE PRODUCTS
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.
Laying the proper framework for your advisor's success: Custom Web Design, Development, Logo Design, & Graphic Design.
An action-packed, first-hand experience of our process and how it can work for you. Lodging is on us.