Strategy #1 Savings Alternative

I have found several million dollars of assets that my clients have sitting  on the sidelines in a savings, CD or money market account. They often times need safety and liquidity but are unhappy with the growth because of the low interest rates of today. With a SPIUL you can find a place for these funds. It has safety, liquidity and 4-5% annual net returns to the client with the Early Cash feature that...

Strategy #2 Tax Free Growth

When you setup an IUL correctly, it something  called over funding  the policy. You lower the death benefit as lows as possible and set it up so the client funds the policy to the max while keeping  it non-mec. When you do this the IRS treats it just like a roth and...

Strategy #3 Bond Replacement

When selling a client a portfolio, you can add this as an alternative to bonds. It has less risk, equal or greater return potential and pays thousands in commissions. You can setup your client's portfolio as you normally do but all you have to do is...

Testimonials

I am a pretty successful financial advisor with a respectable book of business. This Ebook has gotten me excited to do client reviews. I can get a payday while offering my client the bond replacement strategy to their portfolio and it really offers better value for their goals. It costs me more to onboard one client than it did to buy this Ebook. I am making thousands more each month following  these strategies and not working any harder.

client
Michelle J.
Advisor in Charlottesville, NC

I have been writing annuities for over 20 years now and I have never seen an income increase this amazing from any one product before. This is more than just a product, its a guide and a set of strategies to help your clients in a unique way. I found new sale opportunity after new sale opportunity, working with  the clients and prospects that I was already in front of on a daily basis. This has more than doubled my income. I can't say enough about this Ebook!

client
Jerry L.
Agent in Detroit, MI

I just started asa financial advisor a few years ago. There are a lot of agents in my office that have been in this business for a lot longer than I have. After getting this Ebook I started out producing most everyone in my office in a matter of weeks. So many of the other adivors were coming to me for advice on how I was producing so much that I was promoted  to  team lead/manager! These strategies really set you apart from the competition as a unique Niche. Nobody else is talking about Tax Free growth or Savings Alternatives.

client
Steven C.
Advisor in Sacramento, CA
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