We’ve got a roadmap you can follow to get you on your way to financial independence. Our proven business plan has demonstrated time and again how a systematic process can deliver fantastic results.
Turnkey Social Security Seminar
Professional Speaker Provided.
Speaker sets the appointments for you.
10-20 appointments booked on your calendar.
We can show you how the seminar produced $1,800,000 in annuity premium from one seminar with an average of $800,000 in annuity premium per seminar.
Social Security Educational Workshop Program
Key Demographic: 60-70 year-olds with $75k+ annual income.
Everyday 10,000 individuals will turn 65. This will continue at that pace through 2030. Retiring in the Baby Boomer “Age Wave” presents a tremendous opportunity for service for financial advisors.
Most will file for Social Security Retirement Income Benefits and a sizeable portion are unaware of strategies available that can increase the amount they’re able to collect in benefits over their and their spouses lives. Social Security is complex and this critical decision can make a huge decision in an individual or couples retirement income planning strategy. These benefits make up one of the most important parts of any retirement portfolio and making a uniform decision can result in thousands of dollars in lost benefits.
With this turnkey Social Security educational workshop program you can provide a valuable community service and introduce a generation of potential clients in the are you provide.
Let us evaluate the opportunity in your area and show you our “turnkey” program.
CPA Alliance Program
Key Demographic: CPAs, Accounting Professionals, Tax Preparation Professionals.
Collaborating with other financial services professionals is a time-tested strategy for practice growth. CPA’s are one of the most trusted financial professionals. Increasingly they’re turning to local insurance professionals to collaborate, increasing the level of service and information available to their clients. We will provide you with assistance in making strategic connections with CPA’s.
By delivering continuing professional education (CPE) for CPA’s in your community, this program offers the opportunity to create direct service opportunities with attending CPA’s or referral relationships with the CPA’s client base.