Are You a Financial Advisor Who Would to serve an untapped, unlimited market this year?

Then our

Pension Option Planning Mastermind

is For You!

As a financial advisor, the number one thing you need to do to grow your practice is to PROSPECT EFFECTIVELY. Industry wide, only 10% of new advisors will prospect enough to make it in the business, and among established advisors, only 10% will prospect enough to GROW their business the way they want. You are already in the first 10%, will you make it into the next?

Great advisors know that the key to success in prospecting is identifying the right MARKETS to serve. They begin with the “end in mind” (Steven Covey) by identifying their prospect before they ever talk to them!

​There are four key characteristics of a great market:

• The prospects have a big problem they aren’t aware of

• The problem is big enough for them to take action once they are aware of it

• The prospects have the financial ability to solve the problem

• The prospects have an emotional reason to take ACTION

So, where is this market and who are the prospects? That’s the best news – they are in your neighborhood, and some of them are probably ALREADY YOUR CLIENTS!

I’m talking about married, public employees who want to receive a survivorship option for their spouse from their pension at retirement. Those options are typically expensive and inflexible. By offering them a competitively priced private option with more features and benefits, you can help them maximize the results of their PENSION OPTION PLANNING.

If you want to learn how you can add this lucrative, under-served market segment to your practice, click the LEARN MORE button below, and let’s get started!