Tell “Them” You Want THEInsuranceAdvisor.COM!!

If you are a CPA, CFP®, tax attorney or trust officer …

… then you are almost certainly already working with agents/brokers you trust, but tell them you want THEInsuranceAdvisor.COM because it will validate (or not) your trust in those persons and helps you demonstrate your independence to your clients while documenting the exercise of your fiduciary duty.  After all, you can bring CPE Research Reports to any meeting including those that you rather not have the agent/broker attending.  Those agents/brokers that are already providing your clients with best-available rates and terms would hardly object to providing you with a report that confirms that they have the best product.

If you are an Agent/Broker …

… then tell your BGA/IMO/Producer Group that you want THEInsuranceAdvisor.COM because it is the easier, faster and widely-accepted way to demonstrate you are doing what is best interest of the client.  CPE Research Reports can open new doors to referrals from independent advisors faster (e.g., like CPAs, tax attorneys and trust officers), eliminates competition in advance through better market intelligence, and shortens the sales cycle because accepted by the AICPA, endorsed by the New York Bankers Association (NYBA) and compliant with FINRA standards. 

If you are a BGA/IMO/Producer Group …

… then tell the insurance companies with whom you have selling agreements that you want direct data feeds to THEInsuranceAdvisor.COM for the products on your platform so you can electronically search for best-of-breed products from the universe based on all 5 major factors of suitability instead of manually comparing dozens of illustrations of hypothetical policy values for some limited number of products that FINRA considers “misleading”.  After all, the CPE system can measure in seconds what one of our institutional users said took them hours to do and not as thoroughly. 

If you are an Insurance Company …

… then tell management you want THEInsuranceAdvisor.COM because it is the easier, faster and widely accepted way to “advertize” you offer best-of-breed products for various situations.  After all, Morningstar’s rating of a 5-star mutual fund independently and objectively determined it to be among the best-of-breed funds in its peer group, and in so doing “sells” more of that mutual fund than any sales representative ever could.  Similarly, the CPE system independently and objectively determines when a particular life insurance product is best-of-breed among its peer group and does so in an easy to communicate 5-star rating system. 

Use the Confidential Policy Evaluator (CPE) Research Reports to determine the appropriateness of pricing, the reasonableness of performance expectations for invested assets underlying policy cash values, and overall suitability for your clients' policies based on the 5 factors of suitability.  Click here and get up to 3 Confidential Policy Evaluator (CPE) research reports under our NO-RISK trial subscription.