Being an independent advisor doesn't mean you have to make all of your decisions alone.
Our Business Consultants will help keep you informed on changing regulations and financial products while facilitating carrier interaction issues and, of course, helping you to find new clients to work with while retaining and growing your current client base. Having a dedicated business coach to listen, guide, and provide insight is key to growing your practice and giving your clients the best results.
Our Business Consultants offer a wealth of knowledge derived from years of experience in the financial services industry. They are the core of Asset's culture and expert players in the industry, ready to meet with you and discuss your pathway to production.Meet the Business Consultants
Marketing & Creative Services
Marketing mentors, creative consultants, content creators—we are the full-service, back-end lead generation and advertising team for financial advisors.
As a business, it's important to tell your story. Your public identity helps build trust and credibility with your clients, and with the right resources, your communications strategy can take your business to new production peaks.
Our Marketing Experts Have You Covered
Reach your target audience and promote your unique services online.
- Social Media
- Email Newsletters
- Digital Strategy
Interact on a personal level with local audiences.
- Direct Mail
Create new opportunities and raise brand awareness at local events with our library of event materials.
- Start to Finish Coaching
- Library Access of Existing Seminar Tools
- Personalized Creation of Event Materials
Differentiate your business from competitors with personalized branding.
- Logo Development
- Creative Messaging
- Brand Credibility Package
Connect with your clients and build long-term customer relationships online.
- Landing Page Creation
- Web Design Installation
- Search Engine Optimization (SEO)
Provide useful information to your audience and attract new clients with the help of your Marketing Consultant.
- Video Personalization
- Client Communications
Preferred Vendors & Exclusive Discounts
We've partnered with multiple marketing vendors to offer the latest lead generation and lead nurturing tools and technology for your business—all at a discounted price. Asset's advisors specific solutions are at your fingertips.
For a full list of these vendors contact the New Advisors Relations Team.
Annuity Product Solutions
in Product and Service
Partnering with Asset gives you access to:
- Annuity Experts
- Exclusive contracts with carriers
- 60+ Carrier Partners
- Access to industry online tools
Objective-Based Product Recommendations
Our annuity experts will provide information that best suit your client's needs. We offer all types of annuities like:
- Hybrid Annuities
- LTC Features
- Death Benefits
- Income Annuities
- Growth Income
- Accumulation Annuities
- Retirement Income (Immediate or Deferred)
- CD Alternatives
Exclusive Distribution Products
These products are available only to elite IMO's with highly effective marketing and sales models, and allows more product benefit for clients.
Life Insurance Product Solutions
Partnering with Asset gives you access to:
- Turnaround times and placement ratios higher than industry standards
- Advanced market consultants
- Assistance with adverse risk clients
- Premium finance
Offer a Variety of Life Insurance
Asset is partnered with over 20 top-rated life insurance carriers and offer a full range ofproducts including:
- Asset-Based LTC
Front-Line Tools and Support
Full-Service Back Office Life Team Support
- New Business Processing
- Sales/Case Design/Illustration
- Advanced Market Support Services
- Product Training- Online Tools
Long-Term Care /
Strategic partnership with companies that offer access to LTC, Disability and Life Settlements. Contact us for more information!
Due to limitations, traditional retirement plans are typically insufficient for high income earners. If you want to maintain your lifestyle in retirement, you need a proactive strategy that puts more money toward protecting your future income without putting a drain on your current finance
Kai-Zen is uniquely designed to combine the advantage of leverage with the cash accumulation features of life insurance. Enhancing the potential to supplement your income, while providing more protections for you and your family.
Don't Just Take Our Word For It
Are We A Good Fit?
Before we can begin helping your business production reach new heights, we want to make sure that we are the right FMO for you and your needs as a financial advisor. Contact us today, and let's talk.