Growing Your Practice Using Client First Solutions

Technology & efficiency along with a well thoughtout plan

Schedule your appointment today! 269-216-9978

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Learn How to Bring Your Firm Into The New Era

Our vision of what a 21st Century Advisor is and a road map for how to get there.

What type of  advisor are you?

Life Insurance Agent

Focusing on death benefit sales or cash value life for income planning in retirement.

Financial Planner

Focused on gathering assets under management.

Fixed Annuity Agent

Focused on selling SPIAs, DIAs, FIAs, FIAs with income riders, and potentially single premium life designed for LTC coverage.

P&C Agent

Focused on auto, home owners, and various types of business insurance.

Have Questions?

We are here to assist you.

As you are reading the book, you should see a few constant themes that run throughout (we hope you see them). If you do and if you find yourself nodding ‘yes’ a lot when you are reading, then you are a good candidate to become a 21st Century Advisor.

Monday - Friday 8:00am - 5:00pm
Phone: 269-216-9978

Let Us Bring You Into the New Era