When you follow the crowd and have the same offer as the other million financial advisors and life insurance agents, you have to spend a lot on marketing to make $1 million per year.
But when you have a Unique Value Proposition like ours, you just have to get the word out. Then your prospects will find you. Take it from a guy who spent over $2.5 million in the seminar business without a Unique Value Proposition. We are with you every step of the way to your first high net worth prospect.
We work within a niche. If you focused on one thing with a singular intensity, you’d be the best in the world at it. Most people can’t do that, so they settle for mediocrity.
When you change the bait, you change the game!
Not only wealthy business owners and the affluent individuals, but financial planners, life agents, real estate agents, P&C agents, CPAs, tax attorneys, and other professionals will soon be calling to inquire about you and your advanced tax planning team.
Learn why prospecting by mentorship is easy with our UNIQUE VALUE PROPOSITION.
Marketing is what you do when you are no different from your competitors. At Cash Balance Advisors, we have no competitors. Mentorship will soon take on a new meaning for you.
THIS IS NOT JUST A NETWORK OF PROFESSIONALS; THIS TEAM IS MOSTLY UNDER ONE ROOF AND ON SALARY!
Cash balance plans
Defined benefit plans
Monetized installment sales – Defer the capital gains taxes for life and beyond
Very unique premium financing structures
401(k)/IRA exit strategy
Company-owned tax-free retirement plans funded with our exclusive contribution premium financing
Exclusive planning for the $25,000,000 net-worth market
All strategies lead to premium financing, but you may also choose premium financing as your niche if you choose to mentor financial planners, CPAs, P&C agents, and life agents
Once you realize that our back-office team and third-party administrator (TPA) are held to the highest standards of fiduciary responsibility, you will want to get your new prospect on the phone with us as soon as possible. Everyone does. We have special sales scripts to give you as well.
THIS ALL WORKS BECAUSE OF THE BACK-OFFICE TEAM. THE HARD PART HAS BEEN DONE. NOW, ALL YOU HAVE TO DO IS PLUG INTO OUR PROVEN SYSTEM.
MENTORSHIP – BACK OFFICE – OUR UVP NICHE: Tax Planning You Won't Find On Main Street - Premium Financing = Success!