Asset Protection – Powerful Marketing Without Pushing Products WEBINAR – On Recording
Click here If you to watch a webinar where I’ll go over the A, B, C’s of asset protection planning and why it is the most powerful topic to use when going after affluent clients.
Why is asset protection such a powerful marketing tool?
- You are NOT pushing products.
- You are solving problems other advisors don’t know exist or ignore.
Why else?
Because everything you want to discuss with clients can be done so through the lens of asset protection.
What do clients need protection from? There are four key creditors that can take their money:
- Negligence lawsuits
- The IRS (your #1 guaranteed creditor every year)
- The stock market is a creditor (losing money in crashes)
- Long-term care costs in retirement
Whether you are selling FIAs or IUL, asset-based LTC, or trying to pick up AUM, you can do so in stealthy manner using the concept of asset protection.
“Be a problem solver not a product pusher“
Asset Protection Marketing Book
To learn why asset Protection is “the best” wedge topic to take clients away from other advisors, click here or on the following link to sign up for the FREE e-version of my book:
