PROSPECTIVE CLIENTS

We enjoy nothing better than getting to know our clients, their concerns, goals, and objectives.   We know that each client is unique and our discovery process is designed to collaborate with the client to identify and prioritize their planning and goals.  We have tools and solutions ranging from the simple to the complex, but we know that they are useless without clear discovery and planning. Our planning process is an ongoing cycle and includes discovery, solutions, implementation, and review. This ongoing cycle will ensure that the solutions and planning continue to meet your needs as time goes by.

Our planning is specifically designed to help you, your business or your estate generate wealth and income that you will not outlive and instead pass on as part of your legacy.

Getting advice begins with a simple conversation.

LET’S TALK

AFFINITY PARTNERS

As a national leader in advanced tax, legacy, business owner and insurance planning, we seek to partner with other professionals to help them better serve their existing clients and prospects.  We refer to these as Affinity Partnerships.

We are a valuable resource and partner to many different professionals:

  • Investment Advisors
  • Financial Planners
  • Attorneys
  • CPAs
  • Mortgage and Real Estate Agents
  • Property and Casualty Agents
  • Other Financial Professionals
  • Life Insurance Agents (See Agency Partner)

Our Affinity Partnerships may provide :

  • Advanced Case Design from a team of tax, law, financial and insurance experts
  • Lead Generation tools, marketing funnels, and video production
  • Events, workshops, and webinars
  • Education on a variety of tax, legal, financial and insurance strategies
  • Back Office, In office and virtual support for your cases and your clients
  • An increase in and diversification of your revenue
  • A positive impact on your client retention and attraction

The edge you need against your competition

Explore what becoming an affinity partner can mean to your business.

LET’S TALK

AGENCY PARTNERS

As a national leader in advanced tax, legacy, business owner and insurance planning, we seek to partner with other top life insurance advisors who want a hands-on and innovative agency to contract with.  We refer to these as Agency Partnerships.

What is the difference between an Agency Partner and Affinity Partner?

Our Agency Partners focus on life insurance and fixed insurance solutions only and do not offer other financial, legal or tax services.  Our Affinity Partners typically focus their time and expertise on financial, legal or tax services other than life insurance.

Our Agency Partnerships may provide :

  • A General Agency platform for you
  • Access to our new business and underwriting team
  • Advanced Case Design from a team of tax, law, financial and insurance experts
  • Lead Generation tools, marketing funnels, and video production
  • Events, workshops, and webinars
  • Education on a variety of tax, legal, financial and insurance strategies
  • Back Office, In office and virtual support for your cases and your clients
  • An increase in and diversification of your revenue
  • A positive impact on your client retention and attraction
  • The edge you need against your competition

Find out if becoming an agency partner is a right fit.

LET’S TALK