To get instant access, click on the following link or image:
NEW High Cap/Growth-Oriented FIA Designed to Outperform RILAs
Webinar—February 27th at Noon EST
www.advisorshare.com/asset-protection-bootcamp
If you missed last week’s webinar, you missed the opportunity to sign up for a webinar to learn about a NEW FIA that just rolled out. To sign up, click on the following:
www.advisorshare.com/new-fia-for-growth
-If you are using FIAs for growth (vs. income), this could be your new #1 product.
-If you are using RILAs, you should be considering this FIA as an alternative.
Asset Protection (AP)—A Gateway Topic to Affluent Clients
You may remember that I ran this newsletter back in 2022 and stated that AP is the #1 topic I use and teach advisors to use when going after affluent clients. If you watched these videos in 2022, this is your chance at a refresher. If you are new to my newsletter since 2022 or simply didn’t take the opportunity in 2022, this is your chance.
Do you want more affluent clients?
If the answer is YES (and it should be for EVERY advisor), then you need to learn the A, B, Cs of asset protection planning. It’s not difficult and I teach it in my 3-session webinar series.
Why is asset protection such a powerful marketing tool?
-You are NOT pushing products.
-You are solving problems other advisors don’t know exist or ignore.
Why else? Because everything you want to discuss with clients can be done so through the lens of asset protection.
What do clients need protection from? There are four key creditors that can take their money:
1) Negligence lawsuits
2) The IRS (your #1 guaranteed creditor every year)
3) The stock market is a creditor (losing money in crashes)
4) Long-term care costs in retirement
Whether you are selling FIAs or IULs, single premium life for LTC, or trying to pick up AUM, you can do so in a stealthy manner using the concept of asset protection.
“Be a problem solver, not a product pusher“
Marketing RoadMap for using AP as Lead Gen Tool
Asset Protection—The Wedge
A common complaint I hear from advisors is that they don’t have a sales process that is repeatable and has been proven to work.
I personally have been using asset protection planning for 20+ years and I have perfected a proven process for how to use this powerful subject matter to pick up new clients.
This process works so well that I explain the process in a book. If you want to learn a sales process that has been proven to work, click on the following link or image to download the book:
https://advisorshare.com/ap-wedge-book
