Learn about a solution relating to the conversion of Taxable to Non-Taxable Income during the Distribution Phase of a Client’s Financial Lifeline. This is a tremendous tool to use for any client concerned with their retirement.
A highly-leveraged Life Insurance strategy generating positive arbitrage and the use of OPM (Other People’s Money) to create significant tax free income streams, while simultaneously providing LTC/Chronic Illness protection. Only requires a 5-year premium commitment, for as low as 20K per year, a totally self-contained strategy (no moving parts), highly appealing to clients, and especially their Professional Advisors.
Learn about a high-impact, game-changing marketing approach for targeting any individual, business-owner or industry. Selling Technologies uses human behavior videos to drive emotional commitments to act on your recommendations. This is a tremendous tool to develop clients, but also to establish connections with Professional Advisors as Centers of Influence.
Generate sales opportunities by offering your business-owner clients a no-cost business valuation, which could normally cost as much as $10,000 or more when prepared by an accountant. Certified by the American Bankers Association, a valuation is critical for any business-owner to make key planning decisions about the future of their company.