Asset Protection – Powerful Marketing Without Pushing Products
Learn Asset Protection Planning–WEBINAR On Recording
If you want to learn the A, B, C’s of asset protection planning and why it is the most powerful topic to use when going after affluent clients, click on the following link:
Affluent clients-with the corona crash and the average person worried about their next paycheck, the clients you want to go after are the affluent. They have money and using asset protection as your hook, you will have a great shot at picking them up (I know because I’ve been doing so successfully for over twenty years).
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:
1) Negligence lawsuits
2) The IRS (your #1 guaranteed creditor every year)
3) The stock market is a creditor (losing money in crashes)
4) Long-term care costs in retirement
Whether you are selling FIAs or IUL, single premium life for 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“
NEW Asset Protection Marketing Book
To learn why asset Protection is “the best” wedge topic to take clients away from other advisors, click on the following link to sign up for the FREE e-version of my book: