Why Advisors Should Obtain a Series 65 License

What has your IMO/FMO done for you lately? If you’re like most, your answer will be “not much” or “nothing at all.”

Most IMOs simply license advisors and hope they place business. Some provide decent service but most do not. The majority of agents see IMOs as a necessary evil so they can obtain better payouts. If you want to see your IMO as your partner in helping you provide the “best” advice to your clients, you have come to the right place.

It’s a trademarked sales platform offered exclusively by advisors who are licensed to sell EIUL products through our IMO. Learn more about Retirement Life™.

There is no marketing organization in the industry that has more unique and usable marketing tools than what we have to offer.

If you do not have your IAR (Investment Advisor Representative) license, you are missing out on a huge opportunity to earn more money and provide more complete services to your clients. BECOME AN IAR

$25,000 worth of marketing tools can be given to you for FREE

Name on Books

When I wrote my first book, I stopped handing out business cards.
It became instantly clear that handing out a book with my name on the cover was a much better way to get someone’s attention than to give them a business card.

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E-Newsletter Drip System

Depending on the marketing “guru” you talk with, most will tell you that if you are not consistently sending e-newsletters to clients

Give Away Books For Free

How would you like to give away an unlimited amount of best educational/motivational books in our industry for FREE

Write the Foreword for Each of the Following Books

(this is a dirty-little-secrets book that tells readers what’s wrong with Series 7 licensed advisors, insurance agents, “fee-only” advisors, CPAs, and attorneys. It will be a real eye opener for most readers).
If you had the opportunity to pay off your mortgage 5, 10, 15+ years early, save in excess of $100,000 in mortgage interest payments, and you could do so WITHOUT changing your current spending habits, WOULD YOU?
There is no other book that explains to readers how to position their assets so when they lay down at night to sleep, they know that their money is not at risk to stock market losses.
One of life’s biggest challenges is how do you build enough wealth to retire so you can live the lifestyle you have always planned without the fear of running out of money.
Find Out How You Can Use These Tools Today