Here Directly From Our Clients

We could tell you how amazing we are... but we'd rather let our clients do the talking.

Delivering Results And Changing Lives

The response of business owners in terms of initial consultations, sales and referrals is resounding! Typically 60% - 85% of business owners have agreed to follow up meetings and more than 33% have resulted in sales! What's more, the suite of products has been instrumental in building strategic relationships the CPAs, attorneys and TPAs. We could not have established the value of our Platform in the Small Business Market without these invaluable tools.

M.D., CLU
New York
Many of my largest cases are the direct result of your programs, including Buy-Sell, Executive Compensation and Charitable Giving cases. Their programs quickly "open the doors" to all advanced sales areas of planning. 

VICTORIA L. 
Nebraska
Nearly every professional that deals with business owners should be using these videos to engage with clients and Centers of Influence. An example of commissions on (big) pending cases I now have in or soon to be in underwriting: $299,796 - $160,779 - $310,986 - $101,898 - $231,440. These are a direct result of your content. 

F.H., Senior VP
Oklahoma
Your programs are the best marketing tools I have ever worked with that gets the attention of the business owner. I don't know how to even guess how much revenue it has generated over the last 20 years!

A.W., CLU, ChFC
Kentucky
With more than 40 years as a financial services professional, I have never used a more effective suite of programs. Suffice it to say that I thank you for having made my business a winner in the marketplace. My ROI is in the mulit-100%'s!

C.L. CEPA 
Maryland
I opened the mail today and was quite pleased to receive a $125,000 commission check. Thank you!

L.C.
Illinois