Connect: 888-821-8107

Client Programs

We’ll Lead You to the Best New Client Programs

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