Veterans Benefits Program

The Veterans Benefits Program is built around services you provide, often pro bono, to Veterans in your community. You advise Veterans on how to best manage their assets and how to take advantage of these benefits. In doing so, you position yourself as a trusted individual to the Veterans as well as their children. With this program, you become an expert in the affairs of a specialized market.

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Gradient Tax Program

Gradient Tax helps you build a tax practice. Together, we help you develop a practice that matches your specific level of interest and help you integrate tax services into your business. You will open the door to new prospects, have a better understanding of your clients’ financial situations, and increase your sales per client. It’s no secret, top producers rely on their clients’ tax returns to generate new business.

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Gradient Advisory Program

Regulatory and demographic changes will create major challenges for financial professionals in today’s environment. Take a proactive approach to your practice and your independence. We make it easier than ever to become a true, full-service advisor. You will learn how to develop an advisory practice and find efficient marketing and prospecting tools to help you capture your share of the market. Receive the essentials at our RIA University and gain access to Tim Brown, a home-grown advisor who will coach you every step of the way.

Call (800) 407-4137 for more information.

401(k) Rollover Kit

The 401(k) Rollover Kit opens the door the expansive 401(k) marketplace. You’ll gain access to prospecting letters and direct mail pieces that will open the door to human resource directors and individuals. It contains all you need to target an exploding industry.

Call (800) 407-4137 for more information.

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FDIC Audit Kit

The collapse of much of the banking industry has caused growing concern among consumers about their FDIC-insured accounts. Your clients and prospects would expect you to keep them informed and up-to-speed on the matter. The FDIC Audit Kit contains all you need to answer any FDIC related questions your clients may have. It contains an FDIC guide, fact book, audit calculator, and other related information and tools.

Call (800) 407-4137 for more information.

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Risk Audit Kit

According to trend forecaster Harry S. Dent, Jr., “Between mid 2009 to late 2012, the U.S. will see the next Great Depression. Aging Baby Boomers will see the worst of the economy in their retirement years.” Attract the interest of existing and potential clients with a direct mailing campaign. This simple package positions you as the expert in times of trouble, and in return, you offer a complimentary, risk assessment just for meeting with you. Our Risk Audit Kit gives you the tools to hold your complimentary risk assessment appointment.

Call (800) 407-4137 for more information.

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2009 Annuity Success Kit

The 2009 Annuity Success Kit is a package of some of our most successful producer’s ideas, tools, and strategies. This kit contains practices and tools to improve every aspect of your business, from prospecting to training, to gaining access to new sectors of the market. You will have access to exclusive software programs, important industry articles, and various sales techniques used by our top producers. There is always room for improvement with any endeavor; this success kit provides you with the tools you need to improve any aspect of your business in 2009.

Call (800) 407-4137 for more information.

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72t Kit

In the midst of a major recession and high unemployment rates, the 72t kit gives you what you need to be of service to those who are unemployed. It includes an educational piece on exactly what a 72t is and how it works for an individual. The kit contents will prepare you to take full advantage of the law for the benefit of your clientele, and it includes customizable prospecting tools to get you in front of people who need your services.

Call (800) 407-4137 for more information.

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Financial F.A.C.T.S. Report

The Financial F.A.C.T.S. Report is an exclusive and concise report designed to show an advisors’ clients the areas in which they routinely overpay. Advisors use this report to illustrate how they will immediately be of service to their clients. Not only is this report essential when selling to clients, it helps construct a foundation of trust which they can build upon in the future.

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Ask about the discounts available on many products and services. Call (800) 407-4137 for more information.

Concierge Consultation, provided by Response Mail Express (RME)

Concierge Consultation is a one-to-one lead generation program that uses a "dinner" meeting concept rather than a "dinner seminar." It utilizes RME's dominance in seminar marketing, full printing and production services, custom RSVP, telephony and customer service excellence to introduce a new, first of its kind, one-to-one lead generation and appointment setting product.

Call (800) 407-4137 for more information.

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No More Cold Calling, provided by JoAnne Black

You know the power of referrals. When you receive a referral you have instant credibility, and there is little or no selling involved. Renowned sales strategist Joanne Black is the creator of the breakthrough No More Cold Calling referral-selling system. Learn referral-selling strategies through this Webinar-based program.

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Financial Visions

In today's world, you need a professional presence on the Web to serve your clients and grow your business. We've partnered with Financial Visions to help you achieve this.

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National Ethics Bureau

The National Ethics Bureau is a membership organization of background-checked financial professionals. All members have passed our comprehensive, seven-year background check process and have agreed to uphold our standards for membership. Now more than ever, consumers want to check the backgrounds of financial professionals as the first step in choosing an advisor.

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Sarano Kelley, Winning your Life in 90 Days

In The Game, players are trained to create challenges that stretch them beyond their comfort zone, effectively blocking the all-too-familiar “path of least resistance.” By applying the principles of The Game—a 90-day deadline, rules, prizes, consequences, and accountability—they are forced to design habits that allow them to meet those challenges, often producing extraordinary results.

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Annuity Myth Buster Report

This report gives you all the information you need to overcome the challenges you face when selling annuities. You will learn the lesser known details of the annuities industry preparing you for any preconceived notions that may be held by prospects or clients. You will learn the most common reasons why annuity sales systems fail and how to avoid these pitfalls, putting you on track for annuity success.

Call (800) 407-4137 for more information.

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Media Survival Guide

The Media Survival Guide helps you counteract much of the negativity and inaccurate reporting on annuity sales by the media. This guide empowers you to insulate your practice from media scrutiny. Find tips on how to make local media work in your favor, praising you for the services you provide clients. This is a strategy guide on how to make media work for you while avoiding potentially harmful exposure to negative media.

Call (800) 407-4137 for more information.

Plus, find additional educational reports, including:

• Guide to Index Annuity Pricing
• How to Sit on the Buying Side of the Table with your Clients
• The Truth about Managed Money
• Why Can’t I Call Myself an Advisor
• Index Annuity Survival Guide

Call (800) 407-4137 for more information