Client Acquisition

To quickly move from generating leads, to setting appointments with qualified prospects, to adding a new client to your book of business — using just any old prospecting method may not be as effective as you’d like. But with programs that immediately capture your ideal clients’ attention by highlighting a specific problem they face; you could offer a hyper-targeted solution and make more sales.

Financial Wellness at Work

wellness at work

If you want to work with one new small-business owner and their employees each month, check out the Financial Wellness@Work program. In this onDemand webinar, we’re unveiling the secrets to cracking the corporate door and showing you how we put you in front of one new small-business owner each month so you can promote financial wellness and sell life insurance and annuities to their employees.

Crack the Corporate Door

White Glove Seminar System

white glove seminar system

If you’re frustrated with seminars that are a bust, we want to help. Seminars are one of the time-tested ways of reaching large numbers of qualified prospects in your area. But today, you can’t get the right people in the room the same ways you might have in the past. Learn about our program that will help you run a successful and cost effective seminar.

Run Effective Seminars

College Funding Evolution

college funding evolution

If you want to work with a younger demographic who are eager to work with you, then you should consider the College Planning prospecting program offered through Partners Advantage. This program is vastly different than other college planning programs.

Convert Prospects into Clients

Your Family Bank

Your Family Bank

We don’t think it’s right that people can’t get out of debt. In fact, we show financial professionals how to help people get out of debt — generally in nine years or less — without spending any additional money or by changing their lifestyle. When a financial professional adds this strategy to their practice, they typically see a 30-50% increase in their life insurance production.

Help People Reduce Debt

Social Security and Tax Strategies Client Presentation

Social Security and Tax Strategies Client Presentation

Show your prospects and clients what may be possible when it comes to Social Security payouts and potentially reducing their income tax bill in retirement.

When you use the Social Security and Tax Strategies presentation in your next in-person or virtual event, it effectively communicates to prospects and clients how working with a financial professional can help them get what’s theirs.

Preview the Presentation

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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client’s individual circumstances.
The third party lead generation tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.