IAR and Insurance Agents
Give You and Your Clients Peace Of Mind
Anytime you refer someone out you run the risk of things going badly. When it comes to referring out financial advisors, not only are you counting on them to maintain a strong relationship like you have with your client, but also to make sure they are providing a sound return on investment as well. So, do yourself a favor and stop referring by taking matters into your own hands. With our “Fast Track to Successful Advisorship” we will help you file all the necessary paperwork and fulfill all the requirements so you can become an IAR. You’ll pass that Series 65 and truly become a one-stop-shop for your clients with their entire financial portfolio. And if you’re worried about investing their money, don’t be. We’ve got you covered there too.
A Smarter Way to Invest
You don’t need to be an expert in stock trading, trends, signals, etc. That’s a whole different ball game. Instead, use the power of A Smarter Way to Invest so that your skills as a relationship builder and manager can flourish. You’ll have access to a recurring revenue stream that you’re currently giving away as just an insurance agent now. Plus, your clients will be happy because they have one of the most advanced trading methodologies at their disposal so their net worth continues to grow and not have to worry about how much commission you’ll be making because it’s a straight fee-only model. It’s a win-win for everyone involved.
Why Start Building A Fee-Based Practice Today?
Assuming you start from zero, accumulate $4,000,000 in new client assets each year, and a conservative 6% growth per year you can see how your recurring income grows. Remember, in the RIA space you own your book of business and can sell it for a multiple when you decide to exit the business. As an established financial professional, you could easily exceed the $4,000,000 in production by recapitalizing your existing clients.
| Year | Start of Year | New AUM | 6% Growth | Year End Balance | Annual Compensation |
| 1 | 0 | $4,000,000 | $240,000 | $4,240,000 | $42,400 |
| 2 | $4,240,000 | $4,000,000 | $494,400 | $8,734,400 | $87,344 |
| 3 | $8,734,400 | $4,000,000 | $764,064 | $13,498,464 | $134,984 |
| 4 | $13,498,464 | $4,000,000 | $1,049,908 | $18,548,372 | $185,483 |
| 5 | $18,548,372 | $4,000,000 | $1,352,902 | $23,901,274 | $239,012 |
| 6 | $23,901,274 | $4,000,000 | $1,674,076 | $29,575,351 | $295,753 |
| 7 | $29,575,351 | $4,000,000 | $2,014,521 | $35,589,872 | $355,898 |
| 8 | $35,589,872 | $4,000,000 | $2,375,392 | $41,965,264 | $419,652 |
| 9 | $41,965,264 | $4,000,000 | $2,757,916 | $48,723,180 | $487,231 |
| 10 | $48,723,180 | $4,000,000 | $3,163,391 | $55,886,571 | $558,865 |