What Are You
Waiting For?

Are you ready to make the best decision of your life? We invite you to join our Asset family and benefit from the years of experience and results our team can offer you.

Time To Roll Up Our Sleeves

Congratulations on your decision to join the Asset family!

Not only will you be partnered with an experienced Business Coach dedicated to your success but you also have access to a full-service marketing team that will get you in front of prospects while strengthening your brand in your community. You will also have the support of our expert product gurus and case management team who will aid you in finding the right product solutions for your clients. Welcome to the Asset family, we are looking forward to our partnership.

6 Steps to Success
With Asset Marketing Systems

We're excited you're interested in joining our Asset family!

As you explore the idea of becoming one of our esteemed clients, we want to walk you through our onboarding process. During each step in our 6 Steps to Success process, you will speak to an expert from our company to ensure a seamless transition and answer any questions you may have. So, let's dive in and discover how we can make great things happen together!

    Step 1
  1. Business Consultant Fit Call

    Let's explore how we can assist you in achieving your goals.

  2. Step 2
  3. Licensing & Contracting Onboarding

    Submit your Contracting & Appointment paperwork to gain access to tools and resources on the Advisor Portal, back-office support, and additional onboarding calls.

  4. Step 3
  5. Business Consultant Onboarding

    Meet with your Business Consultant to take a deeper dive into your relationship by discussing your business goals, exploring the Advisor Portal, and learning about our industry leading offerings that will take your business to the next level.

  6. Step 4
  7. Sales & Processing Onboarding

    Learn how our Sales team will help you navigate the ins-and-outs of products and insurance carriers. Discover how the Processing team will assist you from submission to commission.

  8. Step 5
  9. Marketing Onboarding

    Our Marketing team can help you develop, curate, and customize specific campaings to target your demographics using seminar marketing, social media digital marketing, logo design, website creation, and more.

  10. Step 6
  11. Implement Your Personal Plan for Success!

    Your team at Asset is here to help you take your business from good to great!

Let's Get Started

Our mission is to build our family of advisors and to serve with integrity, those who fit our culture and desire to participate in a sharing, collaborative, and caring team environment.

Step 1

Start filling out the application packet.

Download the Application Packet

Step 2

Contact us and let us know you are interested. You will receive communication to finalize your paperwork and gather any outstanding documents.


Once your contracting is complete you will begin your onboarding for a smooth transition.

Who You Can Contact

Need help getting contracted with Asset?

Our licensing and commissions experts navigate the appointment and commission process with insurance companies to ensure a smooth transition when onboarding and are here to assist you with all of your contracting, appointment, and commission needs.

Meet Your Onboarding Team


Erik Thirsk

VP, Advisor Relations

Ted Lucena headshot photo

Ted Lucena

Advisor Relations Specialist


Clem Dartey

Director, Business Integration

Questions? Talk to us!