IAR and Annuity Agents
You Already Have 90% Of What It Takes
Our turnkey solutions will get you licensed and placed under the umbrella of a Preferred Partner RIA. You will be trained and licensed using our Fast Track to Successful Advisorship, enabling you to hit the ground running. You will be armed by proven marketing and technology solutions – selling a new asset management product that is akin to the exclusive products you are already providing your clients.
Same Skills, Same Agents, Same Client Base, New Business
The benefits of joining a RIA to are 3-fold:
- Reoccurring Revenue: Sell a product that clients want and generate revenue into perpetuity, achieving true time and money freedom.
- Recapitalize Existing Book of Business: You have already done right by your clients and can now offer a superior solution for their other assets.
- Increased Competitiveness: Distinguish yourself by offering a full financial product line with exceptional solutions across the board.
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 |