My new book is finally done, and I think advisors and clients are going to LOVE it!
How do you order a copy of the book?
1) You can buy it on Amazon at “retail” right now (click here).
2) To buy up to 3 copies at my COST*, click on the following link:
https://www.uploadedimages.net/content/PDFs/Book.Order.Form.5-Pillar.AP.pdf
*If you order copies at cost it will take a few weeks to receive them.
What’s the book about? It’s a CONSUMER book where I cover the FIVE most important items that need to be dealt with when putting together an “asset protection plan.”
-Lawsuit protection
-Tax reduction (protection from the IRS)
-Stock market risk mitigation-Protecting against long
-term care cos
-Making sure your estate plan is fully in order
I cover everything an advisor wants to be covered including FIAs, FIAs with income riders, IUL, tax-reduction strategies, AB-LTC, stock market risk mitigation (sequence of returns risk, risk-managed strategies, structured notes) and much, much more.
The book is in COLOR and it has many charts from the OnPointe Risk Analyzer program and the new OnPointe Retirement Planning software. And I think the cover looks super cool.
Why is asset protection the best new client-gathering tool?
I’ve been saying this for 20+ years. Asset Protection is the BEST topic to use when trying to pick up new clients because:
-You can guarantee that nearly every new client does NOT have an asset protection plan
-You can quickly/easily show value to clients (value not received from current advisors)
-You are NOT talking about products (life, annuities, securities)
Asset protection covers everything you want to talk about!
–FIAs protect from downturns in the stock market
And the list goes on, but you are approaching the client from an asset protection point of view NOT a product-pushing point of view.
Read My Marketing Book (FOR FREE) on Asset Protection
If you have not read my book Asset Protection—The Wedge: Taking Clients Away from Your Competition, you should. It’s a very quick and not overly technical read. And it literally gives you a ROADMAP for how to use asset protection to pick up new clients.
To download the book in a PDF, click on the following link:
https://advisorshare.com/ap-wedge-book
