ADVANCED TAX PLANNING

Expertise you won't find on Main Street

LETTER OF ENGAGEMENT

BECOME A HIGHLY PAID MENTOR AND LEARN HOW TO GET FINANCIAL ADVISORS, LIFE INSURANCE AGENTS, CPAS, AND TAX ATTORNEYS CALLING YOU AND BRINGING YOU THEIR BEST CLIENTS.

Work as a business owner, an ENTREPRENEUR…. NOT A TECHNICIAN! without interrupting your current business day.

Our mentorship programs contain a proven business model that almost anybody can follow,

as well as a new way of thinking (MINDSET) that opens your mind to success

  • We are not an FMO/IMO

  • You do not have to move your contracts to work with CBA

  • You do not have to stop doing what you doing now to work with our group!

We are your sales team, marketing/mentorship partners, research, and development team and are able to assist you and your clients with an in-house third-party administration (TPA). We work for you!! From discovery (fact-finder process) to case design, to closing business.

IN ADDITION TO YOUR LIFETIME ACCESS TO CBA’S MASTERMIND GROUP, WE ALSO PROVIDE THE FOLLOWING.

1. Commission splits for our Premium Financing are up to 100% - ask us for the details. We do not take a split of your AUM or annuity commission. 

2. MBO Access: Go at your own pace with our Mentorship by Objective (MBO).

3. Unlimited time with William (Bill) Hall and the back-office team for strategy sessions and Q&A on actual case design and active prospects.

4. Back-office private login from your new website.

5. Lifetime access to CBA’s Mastermind Group with hands-on mentorship for live cases.

6. QLS mentorship with one on one training and with a powerful drip mail and video campaign.

7. Personalized Fact-Finder (Financial Profile) in the cloud – Click on submit and your back-office is notified instantly.

8. We provide training on funding Cash Balance Plans with life insurance.

9. Drip e-mail marketing campaign with on-going fresh content to build your business. This alone is a $10,000 value.

10. Turn-key underwriting and client services. 

11. A member of our group will most likely fly or drive to your location to work with you and your sub-advisors to support you in closing new business.

12. Professional website and landing page.

The above is easily valued at over $50,000 and the back office is priceless. There is no other back office team like this in the U.S., especially not under one roof.

WITH A BACK OFFICE LIKE THIS, YOU WON’T NEED TO FOLLOW THE CROWD IN THE OVERLY SATURATED RETIREMENT PLANNING BUSINESS.

Your back office will complete the case design and meet with you and your prospects for any strategy below. Marketing and promoting multiple strategies is the biggest mistake that most advisors make… DON’T be most advisors. By promoting one niche, the other strategies will be tested for suitability during the discovery period.

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© 2019 Cash Balance Advisors - All Rights Reserved

Office: 916-674-2164

Home Office: 19720 Jetton Road, Cornelius, NC Third Floor NC 28031

Cash Balance Advisors and its affiliated partners do not provide tax, legal or accounting advice. This website has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Cash Balance Advisors and its affiliates may make referrals with respect to cash balance and other tax advantage planning, but you are advised to only consider proposals that have come from third party administrators, CPAs, actuaries and/or attorneys.