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The Boomer Bulletin - 2011
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The Advisor Advantage Program - Increasing Client Value and Firm Revenue While Decreasing Risk

Posted By L Gary Boomer, Monday, May 9, 2011

Have you ever been asked by a client to advise them regarding the purchase of life insurance?  Do you feel confident in giving this advice?  If you provided advice, how well were you compensated compared to the insurance salesperson?  We’ve entered into a collaborative agreement that will allow your firm to make money for something you are already being asked to do for free or little revenue. This program is called The Advisor AdvantageTM!

We are inviting select CPAs to Kansas City, MO on July 18-19, 2011 for an introduction to this proven program and all the training required for immediate success in 2011.  If you are interested in learning how your firm can increase consulting revenues, please keep reading.  Training and investment information for The Advisor AdvantageTM can be found at the end of this article.

The Advisor Advantage™ is a dramatic paradigm shift away from the current life insurance industry sales approach.  The Advisor Advantage™ allows you, the client’s most trusted advisor, to:
  1. Provide your clients with objective independent reviews and analyses at no cost;
  2. Deliver value-added consulting in a 100% "sales-free” professional manner with minimal investment and time; and
  3. Share in the commission.
The Advisor Advantage™ is a proven process that has delivered outstanding measurable results.  You are the client’s most trusted advisor!  The process is simple and works without:
  1. You having to do any technical work or having specific technical insurance expertise;
  2. Risking a client relationship;
  3. The intervention of an insurance agent salesperson; and
  4. Cost to the client.
 Old Paradigm - Sales Focus
 The Advisor AdvantageTM
Sell Product
 5 Minute Client Diagnostic – Referral by CPA
to a program’s Technical Professional.
Limited companies to choose from
 Technical Professional analyzes existing coverage
and requirements, conducts medical analysis and
selects the best quotes.
Subjective judgement & recommendation
 Technical Professional provides summary report
utilizing objective protocols & professional due diligence.
Illustrations filled with sales assumptions
Client & CPA review specific choices based upon
qualitative research.  Client makes an informed decision.
Sales person receives large commission
Client receives best coverage and price.  CPA
shares the commission with client knowledge.

A Professional Collaboration

The Advisor Advantage™ is a professional collaboration with Esperti, Peterson & Cahoone, LLC (authors of 26 books and treatises on estate and wealth planning), Ash Technical (a division of The Ash Financial Holdings Group, LLC), and Boomer Advisors, LLC (a subsidiary of Boomer Consulting, Inc.). Steven W. Brown and Bradley L. Hahn, nationally recognized estate planning attorneys and speakers, will be presenting this program along with me. The program is accredited by The Wealth Strategies Institute at Michigan State University.

Training and Investment

Enrollment in The Advisor Advantage™ program is only $495 per person – which basically covers our costs for the one-and-a half days of training on July 18-19, 2011 in Kansas City, MO. The nationally recognized developers, speakers and materials associated with this program are First Class. I am so convinced you will receive value, we are offering a money back guarantee. If you attend and don’t feel it fits you and your firm, we will refund your training fee. If you attend and implement, you will more than earn the $495 back with your first transaction. To view the agenda, please click here.  To register for the training, please click here.

Additional Information

We have aligned ourselves with the best of the best and want to include you!  For more information about this new program, please visit  Also, we invite you to attend our
free webinar on June 1st  to ask questions and learn more about The Advisor AdvantageTM. 

Tags:  The Advisor Advantage 

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