• A Hook. Helps you generate more business with a new service offering–a “hook” that you can promote to get your prospects’ attention and give you an introduction.
• Wealthier Prospects. A business owner’s largest asset is often their business, yet most owners haven’t quantified this value. You can attract and target high net-worth prospects who have more assets for you to manage.
• FREE to Business Owners. Allows you to offer your business owner prospects an online, fast, FREE and easy way to value their business and quickly differentiate yourself and your services.
• Affordable Lead Tool. As a partner, your price (for unlimited reports/year) is highly discounted, plus you get a complete marketing “kit” and dedicated support to help you market.

Knowing the value of a prospect or client’s business helps both you and them understand their outstanding retirement balance needs–which may also help you implement additional investment, insurance, and planning services to ensure they will be able to meet their retirement goals.

Providing this service also helps you open the door to meeting with these sought-after clients and build your business.

I invite you to apply or call with any questions.