Not ready to bite the RIA bullet?
You're not alone. Let us show you an alternative.
A new opportunity awaits you… work as a valuable member of a team and create new opportunities for your business.
As an insurance agent, you are meeting people everyday, but are you really able to provide the products and services they need? In the financial services industry, there are many fields of expertise needed to meet the needs of retirees. Shouldn't you have more than just 'one arrow' (life products) in your quiver?
Fixed annuities and life insurance are not the sole answers to retirement planning in the 21st century. Retirees need insurance planning, portfolio management, sophisticated financial modeling and proper estate planning to address their needs. Alone, an agent is not able to service the needs of the Baby Boomer retirees and wealthier clientele who find themselves needing $500,000 or more to maintain their standard of living.
But what if you're not ready - or not willing - to step into the spotlight as a registered investment advisor (RIA) or investment advisory representative (IAR) to another firm?
The answer is for you to become a part of a team and benefit from the services provided. If you are solely an insurance agent, you can not receive fee-based compensation for any advisory services. But as an Independent Trust Consultant you can! You will become a key member of a team that will together meet your client’s needs.
Once you have become an Independent Trust Consultant, you will be assigned a Managing Mentor™ who will work with you on the financial planning and advisory services your clients need. The Managing Mentor™ has received specialized training in using the MCP Suite 2007 Professional software platform and is educated in the Minuteman Asset Management Program. So you are assured they are on top of their game.
Listen and watch as Mitchell Maynard, CEO of Premium Producers Group and a former RIA himself, shares with you about this exciting opportunity available to insurance agents open to working with sophisticated financial planning professionals through a trust company.
Attend a Live Webinar and Learn More!
Date: FRIDAY, MAY 30
Time: 1:00 pm Pacific (4:00 pm Eastern)
Space is limited: Register today!
Problems with registration or general questions? Please call 877-773-4774. More information on other educational opportunities can be found at www.AssociationIFS.org .