Our no-cost services will lead you to new client programs focused on:
Clients nearing retirement utilizing social media
Qualified investors worth $4M+ focused on generational wealth transfer
High net worth investors focused on increasing their income while creating larger estates for their heirs through advanced planning techniques
Target companies offering lump-sum buyouts to employees for early retirement
Law enforcement and associated administrative staff
We also have programs that bring you telecommunication workers for clients, CPA partnership opportunities and bank channel opportunities. Call Jon or send an e-mail to discuss these new client programs. 1 (888) 820-8107
