Established Advisors (5 years to pre-retirement)

The primary focus with established advisors will be on business development opportunities.  These opportunities will include running your business as a business, upscale markets and more complex estate and tax planning situations.  Much of this material is applicable to group sessions but individual follow up is an integral part of our established advisor support.

• Advanced Retirement Strategies
• Using Permanent Life Insurance as a Tax Preferred Investment
• Corporate Sales Opportunities
• Estate Planning
• Practice Development
• Non-traditional Products