 How
We Can Help
Are
you frustrated, working longer and earning less?
Do you have a well defined strategy to succeed in a rapidly changing
financial services business environment?
It is our firm
belief that there is an irreversible shift occurring in the financial
services business. For insurance agents, security licensed representatives,
and new advisors to achieve their full potential and maximize their
results, they must focus on becoming "process-centric."
This will necessitate learning new methods and changing their image
to one of a Trusted Advisor who is Someone Who CARESTM.
Our
EFFECTIVE SYSTEM
We
have more time saving devices and technology than ever, yet less
"free" time available for ourselves. With an EFFECTIVE
SYSTEM, you can change all that.
We offer an
effective system which provides all the details and a step by step
process to follow. This includes; marketing (collateral material,
prospecting letters, etc.), analysis software, decision support,
specific solution availability with preferred recommendations, on-going
service and communications. Technology (Online CRM, Online consolidated
financial statements, multimedia, etc.) is utilized to simplify
all aspects and maximize everyone¹s effort. Critical to an effective
system is a complete training program to educate everyone on all
necessary aspects. With a clear understanding and the required knowledge,
advisors would have the confidence and motivation which produces
superior results. The effective system is driven by a philosophy
and principles that advisors must acknowledge, agree with and sincerely
commit to. Being guided with a "clear track" provides consistency,
quality results and a sustainable competitive advantage where everyone
achieves their objectives.
Without commitment
and discipline to an effective system and process, consistency and
sustainable quality results aren't achievable. An effective system
is the support and structure advisors need to maximize their efforts
and have trust and confidence in what they do.
We are Someone
Who CARESTM and we want to help you become
a trusted advisor. Whether you're currently an insurance agent,
a securities salesperson or someone new to the financial services
business, our EFFECTIVE SYSTEM helps you successfully transition
to the business model of the future. We provide the process and
motivation with a clear, detailed strategy . . . everything you
need to succeed!
KEY
ELEMENTS OF OUR EFFECTIVE SYSTEM
PLEASE
REVIEW all aspects of what we provide to help you make an
objective informed decision about
your FUTURE. By "drilling down" you will get an
in-depth view of our capabilities. It would also be helpful
if you review the details of the "Become
A Client"
area of the website to gain important additional insight.
|
VALUE
ADDED ANALYSIS SERVICES |
|
| ADVISORY
SOLUTIONS |
|
| RESOURCE
COMPANIES |
- RIA
AFFILIATIONS/COMPLIANCE - INTERACTIVE FINANCIAL
ADVISORS
A
NATIONAL SEC REGISTERED INVESTMENT
ADVISORY FIRM that is one of the fastest growing
companies in the country. It provides all the functions
necessary and complete guidance for you to become a trusted
advisor and build your business to any level you desire.
Also unlike almost all advisory firms, we have a minimum
account size of only $1,000, which makes our models available
to everyone who cares about financial success - not just
the wealthy.
- RISK
MANAGEMENT - UNIFINANCIAL CORPORATION
A
NATIONAL RISK MANAGEMENT COMPANY focused
on NEW STYLE RISK ANALYSIS SYSTEMS and
SOLUTIONS.
- FINANCIAL
INFORMATION SERVICES COMPANY - ORGANIZAMERICA
A
company dedicated to providing clients non-traditional,
yet essential programs to help them achieve success; such
as information organization, important document storage
and retrieval, etc.
- ADDITIONAL
RESOURCE PARTNERS
- Trust
Company of America
- Redtail
Technologies
- Planscan
(Monte Carlo Simulation)
- Albridge
(Online Consolidated Financial Statements)
- Sage
Scholars
- Dalyn
Software
- Quam
Interactive
- LTCI
Partners
- DI
- CRCT
- Fidelity
Life Association
- North
American Life
|
| RELATIONSHIP
MARKETING |
Our
marketing is focused on helping advisors develop long and
mutually rewarding relationships with their clients utilizing
permission based marketing. The marketing programs are consistent
with our Someone Who CARESTM Philosophy,
Principles and Beliefs, and based on the special and differentiated
services and solutions we offer. All material is pre-approved
and part of a well coordinated and systematic process. The
following are just some of the elements of our marketing efforts;
- A market
planner is completed with your participation to finalize
your marketing strategy
- Appointment
setting procedures are established
- Client
presentations, using industry leading multimedia and traditional
marketing material, are reviewed and agreed to
(Click
here for 3 min. IFA Overview)
|
|
(Click
here for Investments PPT Presentation) |
 |
(Click
here for 3 min. IAL Overview) |
 |
| (Click
here for IAL PPT Presentation) |
|
- Client
referral systems
- Client
service expectations and programs, such as our online consolidated
financial statements, are implemented
|
| BUSINESS
DEVELOPMENT |
We
provide comprenehsive business development and consulting
services to help you maximize the effectiveness and value
of your business. We also have a proprietary software program
to analyze the financial aspect of your business and project
the "what ifs.". This, coupled with our online client
relationship management system puts you in control of your
business, saves time and reduces stress, all while greatly
enhancing its value. |
| LEARNING
CENTER / EDUCATION |
We
provide multiple methods of education for advisors to learn
and master everything they need to know. We have an extensive
library of interactive CD-ROMs, online "virtual" meetings,
and live, traditional training sessions, plus additional custom
support as needed. |
| SUPERIOR
FINANCIAL REWARDS WITH SUSTAINABLE, REAL VALUE |
Our
Advisor Fees and Compansation Schedule
provides balanced and fair VALUE to an ADVISOR
while at the same time significantly improves a client's financial
situation. Based on the solution the advisor implements with
a client, the following is a brief description of the financial
rewards;
INVESTMENTS
FEES
are paid to the advisor on a MONTHLY basis
unlike most Registered Investment Advisors who pay quarterly.
Planning
Fee -
- Advisor
receives 100% of the planning fee they select for each client
on amounts above the minimum ($45 set fee) up to a total
maximum of $5,000
Investment
Models - For Interactive Financial Advisors Investment
Advisor Representatives (IARs) utilizing our investment models
- 100%
of the Asset Based fee selected by the advisor (in 10BP
increments) above the minimum fee, up to 150BP
Business
Development Allowance - From 2.5BP up to 10BP based
on assets in their client IFA accounts (i.e. if an advisor
had $10M in advisor account assets, then the annual business
development allowance would be $5,000 and paid out monthly
at $416). This allowance can be used to offset any expenses
at the advisor's discretion.
Annual
Conference Credits - Credits to offset expenses of
our annual conference
Network
Expansion Reward - Is a 5BP referral fee paid to
an advisor who refers an advisor to Interactive Financial
Advisors. The 5BP is paid monthly and based on the referred
advisor's IFA account assets.
Leadership
Opportunities - For a business or someone overseeing
other advisors, an additional marketing allowance is possible
based on specific requirements.
INSURANCE
Interactive
Advisor Life Insurance -
Advisor
(includes non-IRAs) receives 100% of the Death Benefit
Analysis Fee they select for each client, from $0
up to a maximum of $5,000.
Advisor
receives a Percent of the Cost
of Insurance
Advisor
receives a Percent of the Cash Value
Accumulation paid monthly
Annual
Conference Credits - Credits to offset expenses of
our annual conference
Network
Expansion Reward - A progressive compensation schedule
per policy for new advisors referred to UFC
Leadership
Opportunities - For a business or someone overseeing
other advisors, an additional marketing allowance is possible
based on specific requirements.
|
| BUSINESS
BUY-OUT |
It's
our objective to help you MAXIMIZE the VALUE of YOUR ADVISORY
BUSINESS. We want to assist you in planning for your retirement
or if you decide to leave the business. To achieve this, we
have a business buy-out arrangement that, for those who qualify,
provides a method for you to successfully retire. It's a very
lucrative program to financially reward you for all of your
hard work. This is not a mandatory buy-out, but rather an
option for you to choose. |
| IMAGE
ENHANCEMENT |
By
mastering the essential elements of our well defined effective
system, which includes the Someone Who CARESTM
Philosophy, Principles and Beliefs, you will be viewed as
a knowledgeable, objective and Trusted Advisor. An advisor
who would be considered someone who sincerely does care, with
the concept being validated by your actions. An environment
of quality advisors benefits everyone and enhances the possibility
of mutually beneficial long term relationships.
"Be
recognized and known by the quality of the work you do, and
how you do it."
-- Someone
Who CARESTM |
|
