TOOLS, PRODUCTS, PROCESSES & MORE
Industry-Leading Fixed Indexed Annuities
At Advisors Point, our annuity selection process answers two critical questions: Is it beneficial to the client? Does it deliver value to the agent? We make certain you have access to a variety of insured and highly rated offerings, and we also assist with case design and back-office services.
Strategic Life Insurance Products
The range of life insurance products we represent can be game changers for your clients and your practice. It’s a win/win: helping people improve their financial wellness…while driving revenue to your business. Gone are the days of life insurance only providing a tax-free death benefit. There are numerous strategies to take advantage of all it has to offer. Our experts in case design will help you maximize its value to your clients.
Field-Tested Marketing Programs
Do you capture the majority of your clients’ assets? Do you know why you lose business? Are you reaching your ideal clients? Answers to questions like these provide the basis for each Advisors Point customized marketing program.
Our goals in creating your customized program are to increase your production and create a profitable relationship. There are a variety of intelligent solutions we use to accomplish this:
● Turnkey virtual workshop platform
● Pre-set appointments with employees of state and local governments, and also hospitals
● Mentorship/joint work with proven sales process
● National TV annuity leads
● Radio mentorship
● Debt marketing program
● Many different types of lead programs
● Drip marketing
● Digital, social media and branding
● Coaching and best practices
Lead Generation Experts
Advisors Point uses many methods to improve your flow of prospects. Besides geographic targeting and lists matching your ideal client profile, we can help you reach new categories of leads you might not have considered. Expanding your reach is a smart way to expand your practice.
● Social Security and Medicare pre-retirees with assets
● Prospects seeking financial education through local colleges
● Federal employees
A Professionalized Practice
An often-overlooked barrier to closing business is how well your company’s branding earns the trust and confidence of clients and prospects. Branding doesn’t generate leads—it generates closes by building corporate and personal credibility. Our creative team will assess your practice’s strengths and weaknesses and recommend a program that consists of some of the following components:
● Powerful company name and logo
● Professionally written biographies
● Websites and landing pages
● Credibility builders
● Brochures and handouts
● Videos and virtual online workshops
● Social media pages, content and posting campaigns
● Corporate domain, email address and signature
● Business cards, letterhead, envelopes, folders
● Workshop presentations and handouts
● Sales materials branded to your practice
● Event invitations
● Email drip campaigns, digital and print ads
Affiliate with a National Nonprofit
Advisors Point is part of one of the largest and fastest growing 501(c)(3) nonprofits in the country. Its bedrock is financial education, and it uses veteran advisors to host educational workshops. Our advisors have found the workshops to be both rewarding and lucrative. Are you interested in becoming an educator with a national nonprofit? We can make it happen.
Contact Us
Let's talk
281-210-0054
We are financial advisor consultants specializing in practice improvement and growth. Independent agents across the country partner with us on best practices that include lead generation, marketing, branding and strategic case design. We are independent, passionately driven, and focused on only one thing: your success.
Main Office
2170 Buckthorne, Suite 165
The Woodlands, Texas 77380
Phone 281-210-0054
Fax 281-882-3574
