Since 1992, Ed Lichtig has
been teaching advisors how to attract affluent
prospects with a unique solution to a widely-held
problem. Do you think you could attract a few new,
well-heeled clients if you could show them what
their CPA never told them? Do you think that you
could generate a few referrals from CPAs with a
strategy that makes you unique among other brokers,
planners and agents? And for the clincher:
Ed's firm has an approved custom plan document
with the IRS that allows the strategy to work. Each
of these sales is significant, utilizing a life
insurance sale that well exceeds $1 million face.
This Pension Asset Transfer Strategy was the hands-down
favorite presentation at our last two workshops
as attendees were able to immediately return home
with Larrys sales tools and start doing business.