You are your client’s most trusted advisor. With that comes responsibility to provide clients with value-added services. Revolutionary changes are occurring in the life insurance industry and you are in a great position to provide your clients with increased value while decreasing risk. To help you do this, we’ve entered into a collaborative agreement to create The Advisor AdvantageTM. This program will provide all the necessary resources, training and tools to advise your clients with purchasing life insurance. Your investment in time will be minimal and you won’t have to hire additional labor or invest in expensive technology. Your role will be to insure clients have access to Technically Adept Advisor ProfessionalsTM (who are not sales people) for evaluating needs, options and pricing. You act as the relationship manager and control the client relationship. In return, you can easily earn $20-$50-$100k or more in annual premiums from this accredited program.
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.
A True Opportunity
In the past, I am confident you have been asked by clients to evaluate life insurance options and assist them in making a decision. Or, an insurance agent has contacted you requesting your confirmation of the client’s need for insurance and approval of the transaction. In both of these instances, you’ve taken on responsibility and risk with little or no compensation. The Advisor AdvantageTM program is designed for CPAs who seek to receive reasonable compensation for providing expert advice while complying with all ethics and licensing laws. Currently, there are no other opportunities that I am aware of that will reward you with as high of ROI to reduce this significant client danger. No one likes to be sold life insurance or any product or service for that matter. Clients prefer to buy based up the need and to eliminate or reduce risk. Every successful client over 50 is a primary candidate for this value-added service.
Did You Know?
- Over 2/3 of the life insurance policies currently in force no longer have an agent of record servicing them?
- Over 2/3 of the life insurance policies currently in force upon audit will result in a reduced premium or increased insurance protection for the same amount of money?
- Age and medical condition are the two primary factors in determining the premium?
- You and your firm have the responsibility to conduct policy reviews if you are a named trustee on life insurance trusts?
The Advisor AdvantageTM Training
Most CPAs have not been trained to provide insurance services, but they still get asked for advice simply because they are the most trusted business advisor. Isn’t it time you leveraged your relationships and earned trust to provide your best clients with this necessary service? I invite you to Kansas City, MO on July 18-19, 2011 for an introduction to the program, training, and preparing you for immediate success in 2011.
The Advisor AdvantageTM training is only $495 per person for 1 ½ days which basically covers our costs. The nationally recognized program developers, speakers and materials are first class. I am so convinced you will see the value I am offering a two-way money back guarantee. First, if you don’t feel it fits you and your firm we will refund your training fee. Second, if it fits, you will more than earn the $495 back with your first transaction. I am confident you will leave with all of the information and tools to be successful, plus access to our valuable community on www.boomer.com. As a member of the program you will have direct access to Ash Technical and their staff of over 300 Technically Adept Advisor ProfessionalsTM and all of the other resources available through the Boomer Knowledge Network.
These nationally recognized attorneys and speakers will answer your questions regarding how to quickly get an insurance license, set up the proper entity, comply with AICPA and State ethics, assess client needs, properly make a professional referral, inform the client of your economic interest, advise the client on the Insurance Audit Report, identify opportunities and initiate a professional conversation that allows the client the opportunity to express their fears and concerns about life insurance. They have thought of everything, even your frequently asked questions and how to break the paradigms of the past. In other words, you will leave with the knowledge and confidence to turn what is a difficult conversation today into an easy conversation and a highly value added service. We have aligned ourselves with the best of the best and want to include you!
Register today by calling 785-537-2358 or simply go to our website www.boomer.com/taa and click the "Register Now” button.