Do you send clients home with armfuls of carrier-branded tools that are confusing and actually prevent sales?
This customizable workbook is a high-quality presentation tool for advisors to use in their appointments and is the ONLY TOOL of its kind in the industry.
Often times we are in competitive selling environments – working against big box investment firms with millions of dollars of advertising and branding behind them. This tool puts our advisors on par with their competition.
November 5, 2013
4 reasons seminars are back
September 10, 2013
40 Appointments For Half The Cost!
August 16, 2013
Close 75% of Prospects Who Fill Out This Worksheet
February 26, 2013
12 things advisors should know about Social Security