Services Offered
This type of account helps members save for retirement with tax advantages.
What is an IRA?
This type of member, in their 20s or 30s, is looking to start investing for their future but doesn't know where to begin.
Who is a young professional?
The first step in making a referral is identifying this in the member's financial situation.
What is the financial need or goal?
I don't have enough money to work with a Wealth Advisor.
What is a financial plan can help you create a plan no matter your financial situation and work toward your goals step by step?
After meeting with a wealth advisor a member was able to retire 5 years early by optimizing their investments and reducing unnecessary expenses. This is an example of what type of planning.
What is retirement planning?
Wealth advisors help members protect their loved ones by recommending this type of product that pays a benefit after he policyholder's death.
What is Life insurance?
A young couple savings for their child's college education might benefit from this financial plan.
What is a 529 plan?
When introducing the idea of meeting with a wealth advisor, you should emphasize this benefit for the member.
What is personalized financial guidance?
I can manage my own finances.
What is a wealth advisor can identify opportunities and strategies you might not have considered on your own?
What is business financial planning?
Advisors can assist members in creating a plan to distribute their wealth and assets according to their wishes after death.
What is estate planning?
This member has received a large sum of money from an inheritance or legal settlement and needs help managing it wisely.
Who is someone with a sudden windfall?
This tool, allows reps to record and track client referrals to AWA?
What is many advisors offer services tailored to your needs, and the potential for long-term benefits often outweighs the cost.
A couple saved thousands in future college tuition costs by starting this type of college savings plan?
What is a 529 plan?
Advisors can help build wealth with predictable returns and principal protection with this investment.
What is an annuity?
This type of member owns their own business and wants to plan for retirement while minimizing taxes.
Who is a small business owner?
After identifying a client's need, the next step is to introduce the wealth advisor by offering to do this.
What is enter an opportunity or making an introduction?
I don't have time to meet with a wealth advisor.
What is a wealth advisor can save you time by managing complex financial tasks and making it easy to meet virtually or on your schedule.
After receiving a large inheritance, a member was referred to wealth advisor who helped them create a diversified investment portfolio, ensuring long-term financial security. This showcases the advisor's skill in managing this.
What is wealth management?
Wealth Advisors can help members diversify their investments using these types of assets.
What are stocks and bonds?
This member has multiple financial goals, such as saving for college, buying a home, and planning for retirement, and needs help prioritizing them.
Who is a middle-income family?
To ensure a successful referral, you should follow up with the member and this person to confirm the next steps?
Who is the Wealth Advisor?
I don't see value in meeting with a wealth advisor.
What is Advisors provide personalized strategies to grow and protect wealth, helping you reach goals faster and with less stress?
A young professional increased their net worth by 50% in 5 years through disciplined budgeting, investing, and tax strategies suggested by their financial advisor. This is an example of how advisors assist in this type of growth.
What is wealth building?