Today’s financial advisor shouldn’t focus on just one line of business – that’s why using life and long-term care (LTC) insurance products are perfect for someone who wants to become a more complete advisor. If you’re looking to diversify your firm’s revenue stream while staying on top of industry change, then this guide is for you!

First Name

Last Name

Phone

Email Address

Company Name

Are you currently affiliated with a RIA or BD?

YES

NO

Do you have a life and/or annuity planning need you’d like to discuss?

YES

NO

Do you consistently use life and/or annuity planning concepts in your financial planning process?

YES

NO

Do you currently outsource your insurance planning and design?

YES

NO

Does “integrated wealth planner” describe your current business model?

YES

NO

How we can assist with your firm’s marketing and training
Why advanced insurance planning helps your clients
How technology enhances the overall buying and selling process
And more!

6 WAYS TO MAKE YOU A MORE HOLISTIC ADVISOR