A Review of the Advisors Resource, LLC Business Opportunity

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Abel Walters
3 years ago
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1 welcome. At Advisors Resource, we are very excited about forming this partnership with you.the following pages provide a general overview of how we can help your business succeed. Please don t hestitate to contact us with questions, wants and needs. We look forward to providing you with the services that will successfullly grow your business. In This Document: Successful Resources. Smart Advice. About Advisors Resource. Customized Product Plans. Innovation with Superior Service. Suitability & Compliance. Carriers....page 2...page 3...page 4...page 5...page 6...page 7

2 Successful Resources. Smart Advice. When you decided to become an independent financial professional you took the first step to entrepreneurial success. Building on that success takes resources, guidance and partnerships. That s where we can help. Advisors Resource, LLC is a full-service annuity and life insurance wholesale company. We don t just give you the tools to grow your portfolio of clients we personalize the customer service experience with knowledgeable, timetested strategies and tactics. We strongly believe in personalized service, working hard and creating longlasting partnerships. That is why we continue to invest in our distribution by bringing sales support to your office from our wholesalers experienced veterans of the financial services and insurance industries. Wherever you are on your track for entrepreneurial success, trust Advisors Resource to customize solutions that work for your business. We stand behind our business so you can climb to the top of yours. Advisors Resource, LLC has been a tremendous asset to our firm. Most agents want to get from application to paid as efficiently as possible and sometimes this is quite challenging. AR has exceeded my expectations in getting this done and they have been a great partner and alliance in putting our clients in the best position possible for their needs. J.B.L. ChFC Registered Investment Advisor AdvisorsRes.com 2

3 About Advisors Resource. Advisors Resource, LLC aims to be the top resource for financial advisors and insurance professionals nationwide. We are passionate about the ongoing success of your business. Our team strives to bring financial professionals the appropriate solutions in the areas of retirement income strategies, estate planning, deferred compensation, and charitable giving strategies. We emphasize integrity as we secure solutions for our customers and look to all carriers for answers to complex planning strategies. We stress that we are a wholesale insurance distributor and not a retail outlet for consumers as we feel that would be competing against our core client base. Advisors Resource continues to expand on this wholesale model. Our wholesalers are experienced veterans of the financial services and insurance industries and provide field support such as business-building ideas, seminars, client meetings, special events, training and sales ideas. We collaborate and deliver when you need us most, updating you through the entire process and responding to your important business needs. Let Advisors Resource help you build your path to success. AdvisorsRes.com 3

4 Customized Product Plans. Annuities Different types of annuities work differently for your clients. Advisors Resource has access to over 30 carriers and can offer you the suitable products that fit your clients needs from Fixed, Fixed Index, Immediate and Multi Year Guarantee Annuities. Whether you are utilizing one product or leveraging a ladder technique, Advisors Resource will design the most appropriate annuity offering for you and your client. Life Insurance Advisors Resource works with you to determine the right life insurance products for your clients. There s no one size fits all. Our intelligent solutions provide you with support, outside-the-box concepts and marketing practices to guide you to sealing the deal. Whether you leverage our MAV Analysis, Premium Finance, Charitable Giving Strategies, Deferred Compensation ideas, Estate Planning concepts or our term quote engine we have the tools necessary to help you close more life insurance than ever before. We bring ideas that work to your practice and then provide the back office support to get it done. Linked Benefit Products We have access for you to offer both the Annuity with Long-Term Care or the Life with Long-Term Care. We can show you how to assist clients who are selffunding the risk of Long-Term Care. AdvisorsRes.com 4

5 Innovation With Superior Service. In an industry that s growing more competitive by the minute, the need for innovative and highly effective marketing approaches has never been greater. Your livelihood rests in your ability to stay in front of a continuous stream of qualified prospects that need the various financial solutions you can provide. To make this possible, Advisors Resource offers you an unprecedented selection of marketing capabilities, tools, resources and strategies: AR Creative Design Team Logo Design Mailers Newsletters Website Design Industry Best Practices Marketing Reimbursement Retirement Analyzer Online Term Quote Engine MAV Analysis Lead Generation Seminar Systems and Coaching AdvisorsRes.com 5

6 Suitability & Compliance. Suitability Advisors Resource had made a commitment to ensuring every contract issued meets your client s unique needs and financial objectives. These needs and objectives vary widely and no single insurance product is right for everyone. Advisors Resource will help you get your contracts issued, provided the recommended product is suitable based on your client s stated financial condition. In our ever-evolving industry it is important to have a resource to keep you informed of the changing carrier requirements regarding suitability. Our Suitability Officer will help guide you through the process at each carrier. Compliance Selling an insurance product requires close commitment to compliance and Advisors Resource knows how to protect you. We understand that by contracting with us, you share our desire to build long-standing relationships of trust with the clients who purchase products through you. Our Compliance Officer will offer advice on how to protect your practice in our evolving regulatory environment. We chose to partner with Advisors Resource because they are dedicated to helping us stay current with the new products available for our clients. Not only have they helped us with our current clients, they are also committed to helping us find new ways of prospecting clients. The customer service provided is always beyond our expectations. J.C. AdvisorsRes.com 6

7 Carriers. AIG American General Life Allianz Life Insurance Company of North America American Equity American National AVIVA AXA Equitable Banner Life Fidelity & Guaranty Life Forethought Genworth Life Insurance Company Great American Life Insurance Company ING John Hancock Lincoln Benefit Life Lincoln National Life Insurance Co. MetLife Investors USA Minnesota Life Mutual of Omaha National Western Nationwide New York Life North American Principal Protective Life Prudential Financial Sun Life Financial Transamerica Financial Life West Coast Life AdvisorsRes.com 7

Life Approved Carrier List (11.17.11) Carrier Company Rating Product

Life Approved Carrier List (11.17.11) Carrier Company Rating Product Allianz Life Insurance Company AM Best A Indexed S&P AA Indexed Moody's A2 Comdex 87 American General AM Best A 10 year term S&P A+ 15 Moody's A2 Comdex 82 Indexed Survivorship Indexed American National