Advanced Case Design Center
Besides the offering the best marketing tools in the industry, we have aligned with who many see as the top case designer in the industry today, e.g., Roccy DeFrancesco, JD.
Many also see Roccy as the Ralph Nader of our industry which we support fully (meaning we always want to put forth case designs that are first and foremost in the client’s best interest regardless of compensation for the agent or the IMO).
Roccy, with the help of the top industry experts he has access to, will be able to handle complex cases of clients with a net worth in excess of not just $10 million or $20 million but, if you have clients with a net worth in excess of $100 million, that’s not a problem. Roccy and his team have designed plans for clients worth in excess of $250 million. You find the clients, and Roccy and our team will provide the case design.
What does it mean to create an advanced “case design” for a client?
To most, case design is code for crafting a solution to allow an insurance agent to sell the maximum amount of life insurance or annuities. Case design is typically advisor focused, not client focused; and, again, virtually no IMOs in this industry truly have the ability to put together “advanced planning.”
Our case design center is first and foremost client focused. When you receive help from our design center, you can feel comfortable that it will be a “compliant” plan using the most up-to-date techniques available in the market today.
The advanced design center will deal with among other topics:
-Captive Insurance Companies (CICs)
-Intentionally Defective Grantor Trusts
-Grantor Retained Annuity Trusts (GRATs)
-Charitable Remainder and Lead Trusts (CRTs and CLTs)
-Special Needs Trusts
And any other structure that is appropriate to accomplish a client’s income and estate tax reduction plan.
Comprehensive Asset Liability Management C.A.L.M.
Something that is sorely needed in our industry is a sales platform to move clients forward with their planning. The C.A.L.M. sales platform is truly unique in this industry. For licensed advisors who work with our company, Roccy will create for your clients a C.A.L.M. memo that is hands down the best sales platform in the industry to help advisors educate and motivate affluent clients to move forward with an overall financial/estate plan.
If you would like to learn more about C.A.L.M. you can e-mail firstname.lastname@example.org or you might also want to download the C.A.L.M. tri-fold brochure. This brochure can be customized to put the name and contact information of an advisor on it to make for a nice handout for affluent clients. Click here to download the brochure (also see the front page of the tri-fold brochure below).