Pre-Approach Material
	Powerful Emails
	Advertising Teasers
	Talking Points
	Multi-Media Presentations
	World Class Case Design & Back-up

Build  Wealth for
Your Clients & Yourself!

Small Business Qualified & Non-Qualified Plan Market is Hot! - Pension reform in 2001, 2004 nd 2006 have made small business qualified plans a gold mine for prospects and profits. There are over 70 provisions in these laws allow business owners to structure plans with 70% - 100% allocations to their own accounts. With our back office support, selling owner friendly benefits in the 1 to 50 employee market is easy and almost turn-key. Do not miss this opportunity to profit from an under worked market. Tax Free Retirement Income from a non-qualified ILIPP is also a popular sale.


Commercial Lending - Nothing Like Lending to Make Your Phone Ring! - Add commercial loan brokerage to your portfolio of financial services and take your practice to a new level. You don't need to be an expert, our back office will do all the work.


Our Image Building System! - You commit to us, we'll commit to you. This program is aimed at building your 'Professional Image' and increasing referrals from centers of influence.

Infinite Banking – This innovative system shows clients how to be their own banker, by using the cash values in a whole life policy, to finance the purchase of any tangible product. This method of financing offers tremendous wealth building advantages, when compared to traditional lending options. Following this sales system will bring a steady stream of new clients and consistent product sales.

LEAP (Lifetime Economic Acceleration Process) – This sales process’ promotes a financial model that contains all aspects of your client's financial life. It provides them with a full view of their financial situation categorized into three components of protection, savings and growth, which makes it easy for your clients to follow and understand. A LEAP licensed professional should follow-up with their client once or twice a year to stay updated. A selling agreement and license is required to use this system.


Exit Strategies – Family businesses are part of the America's financial backbone. Unfortunately, most family businesses do not survive the transfer from one generation to the next. A number of agents have had great success in this market by distributing a " book on family transfers. It is a proven way to break into the business market and show CPA's and attorneys that you are a serious professional. Ask for details.

Accounts Receivable Financing - The accounts receivables portfolio is the largest asset of many medical practices. One sales strategy is to trade the receivables portfolio for a life insurance policy. This market is not for everyone, but if you want to work the medical market, this is a great intro. (See Accounts Receivable Financing on Power Web - Coming Soon)

Tax Free Retirement - Retirement planning is a lucrative market and indexed UL can be used to provide tax free retirement income. Our ILIPP (Indexed Life Insurance Private Pension) sells itself as a stand alone retirement plan. LIRO (Life Insurance Retirement Optimizer) works in conjunction with qualified plan. This is a good market and we have quality products. Referrals are easy, clients love these two plans.


Tax Deductible Life Insurance - has always been a great prospecting tool. We have three ways to implement tax deductible life insurance. These are technical sales and not for every client, but when they fit, they really, really fit. Impress your clients and the CPA's with these two tax viable options.

ESOP - The Best Tax Shelter Ever Employee Stock Option Plans are one of the best prospecting tool for the mid-sized corporate market, but they are greatly misunderstood. Learning to speak knowledgeably about ESOPs can enhance your ability to open executive doors. Even if you never sell an ESOP, just talking about them, will put you a step ahead of your competition and cause owner/executives to be more open with you about the financial details of their company. (Coming Soon!)


Soft-Sells Are animated mini-presentations that can be used as email, web site information or placed on your laptop. They cover a variety of financial subjects and are intended to explain financial concepts and educate the public about your services. When used in an integrated marketing campaign they can be extremely powerful marketing tool. - Take a peek

Circle of Wealth – The ‘10 Steps of the Circle of Wealth Sales Process’ takes a potential client from the introductory meeting through a range of discussions on the various types of wealth transfers and process-oriented solutions. These discussions include but are not limited to taxes, qualified and non-qualified plans, mortgages, the accumulation and distribution of assets, and the overall wealth-building process. There are three parts to the Circle of Wealth System:

• Protecting the Circle of Wealth
• Preserving the Circle of Wealth
• Expanding the Circle of Wealth

Each part of the Circle of Wealth system, will lead to sales

Premium Financing - is back with a whole new face, offering estates and businesses a way to fund life insurance with little or no out-of-pocket cost. Premium financing is not for everyone, but in the right situation, it will deliver enormous benefits to the client and to the agent. Ask us how to include premium financing in your bag of financial tricks.

Educate attorneys, CPAs and other centers of influence on this subject and watch your professional image grow. (See Premium Financing on Power Web - Coming soon)