Business Coaching
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 ConsultantsMarketing & 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
Digital
Marketing
Reach your target audience and promote your unique services online.
- Social Media
- Email Newsletters
- Digital Strategy
Traditional
Marketing
Interact on a personal level with local audiences.
- Direct Mail
- Advertising
Event Marketing
& Seminars
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
Brand
& Identity
Differentiate your business from competitors with personalized branding.
- Logo Development
- Creative Messaging
- Brand Credibility Package
Web
Development
Connect with your clients and build long-term customer relationships online.
- Landing Page Creation
- Web Design Installation
- Search Engine Optimization (SEO)
Content
Creation
Provide useful information to your audience and attract new clients with the help of your Marketing Consultant.
- Copywriting
- 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
Our team of annuity experts provides innovative Annuity Solutions.
Asset is in an amazingly unique position to help Advisors help their clients. Our longevity in this industry has given us and our partner's access to hundreds of carriers and thousands of product solutions that most advisors are not even aware of. Our case design and product team's mission, from the very beginning, is still true today; for us to always provide you with the absolute best solutions for every specific client scenario. While this may sound like an easily achievable goal, the industry has showed us otherwise.
At Asset, we pride ourselves on our intricate knowledge of each and every product, because our end goal is to give you the absolute best tools to help your clients achieve all of their dreams in retirement.
Senior Annuity Product Consultant
Leaders
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.
- Annexus
- IDG
Life Insurance Product Solutions
Our team of life insurance experts provides innovative Life Insurance Solutions.
When I started in this industry, nearly 20 years ago, I asked myself, "Why would any advisor not offer FIAs and IULs to all of their clients?". I quickly realized that one of the major roadblocks for some advisors was the education on products and the trust they had on that education.
Advisors want to rest assured that the information they are receiving is accurate and that it is the best solution for their specific client. My goal, here at Asset, is to do just that. I pride myself on giving you all the tools and product solutions to make sure you are a hero to your clients. Our mission is to make sure that you have all the necessary tools to help your clients make their retirement dreams a reality.
Vice President, Annuity & Life Sales
Industry Leading
Experts
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:
- Term
- IUL
- Universal
- 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 /
Disabilities /
Life Settlements
Strategic partnership with companies that offer access to LTC, Disability and Life Settlements. Contact us for more information!
Kai-Zen Strategy
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
For over two decades, the Asset team has been a source of safety in an everchanging market. With a culture rooted in sharing, collaboration, and teamwork—the foundation of our success is through the relationships we have cultivated, the businesses we have grown, and the retirements we have helped flourish.
As our world continues to change and adapt, so will we. With new and unique marketing services, business strategies and product options, the Asset team can take you into the future— while still staying true to our goal to protect and preserve the relationships we've built.
Financial Advisor
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.