Trusted, Recommended Resources
(These are the people and organizations we've come to know well and trust!) 

Cato Makes You Famous
Sales Promotional, Media Exposure and Image Branding... To Significantly Improve Your Marketing And Sales Results... For The Serious Financial Services Professional!
Forrest Wallace Cato, 770-516-9395

Index Marketing Group  (IMO)
#1 Marketer of Indexed Life and Annuities... Top Commissions.
Tim and Kevin Smith, 800-546-9968

Wealth Financial Life  (IMO)
Wealth Financial Life is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades.  We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. Arsy Grindulo Jr. and Alvin Reyes

eurekonomics.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using Cash Value Life Insurance.  There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

sandyschussel.com
If you're frustrated because your service business or practice isn't growing, or by how difficult it is to get it moving, especially in this economy, GET HELP NOW!
For the past 12 years, Sandy has been helping advisors, consultants and their firms who feel stuck, frustrated and burnt out find more and better clients and turn them into passionate referral advocates. Sandy Schussel, 888-289-5551

MillionDollarMarketingPractices.com  My name is Annette Bau and I've been a successful advisor for more than 20 years.  My niche markets are Affluent Women and Successful Business Owners.  I know what it takes to create a practice that flows with ideal clients whom you are meant to serve.  For the last 5 years, I've worked with top financial advisors from all over the world, training and coaching them on how to find more qualified clients, grow their businesses, and close more sales.  Annette Bau

Red Zone Marketing is a marketing and management consulting firm devoted to business development.  Our focus is on designing sales and marketing strategies, customer service programs and branding and differentiation strategies to help increase your flow of sales. Red Zone Marketing builds business and marketing action plans with systems for accountability and implementation. We also review and supplement existing plans in order to provide another perspective and modified strategies to bring you the success you want.
Maribeth Kuzmeski... 847-367-4066

Torrid Technologies Inc.  From Retirement Software and Financial Planning Software, to Web site Design and Hosting, Torrid Technologies does it all for Financial Institutions, Financial Advisors, Insurance Companies, and Insurance Agents.

www.PensionMax.com Offers the most accurate and ethical pension maximization evaluation on the market today covering all 5 post retirement scenarios. Our actuarially calculated reports address factors such as life expectancy at every year in retirement, COLA and taxes. The insurance death benefit and premiums allow for maximum client income every year in retirement. Download a free sample report and see how you can sell a unique product to an untapped market.

WebPrez.com Interest More People in the Insurance or Annuity Concepts You Sell
We develop, compose and produce sales concept videos (using "neuro" and "psycho" linguistics) that help financial sales professionals introduce insurance and annuity concepts to their clients, prospects, leads and referrals. Dan Vinal

Annuity Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities.  Top Commissions.  Core Company is Aviva Life and Annuity.  Call 800-546-9968 for more information… (Tim and Kevin Smith)

Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades.  We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. (Arsy Grindulo Jr. and Alvin Reyes)

Client Newsletters
Email Insurance Marketing System - with ZIPDRIP you can send your own personal messages! Customize the newsletters! Follow up on website visitors! Send sales letters! And every message is personalized!

Insurance Pro Shop - For just pennies each... get a newsletter designed so your clients will believe that you wrote it. This client newsletter provides you with instant credibility and more…The only way to stay in front of your prospects is with a monthly newsletter. So, when they're ready to buy, you're there.

Education Resources
Annuity Lead Generation Tips, Ideas and Strategies
FREE Financial Advisors Guide To: Affordable Annuity Marketing, Prospecting and Sales... On This Web Site You'll Learn The Cutting Edge Annuity Marketing, Prospecting and Sales Strategies The Top Annuity Marketing and Sales Authorities In Our Industry Use Every Day. (Lew Nason)

Dearborn Financial Institute - Insurance & Securities Licensing Training

Discount Books, Videos and Audios Store - From Executive Books... the Premier Supplier of Sales and Motivational Media on the Internet. "You are the same today as you will be in five years except for two things: the people you meet and the books you read."  (Charlie 'Tremendous' Jones)

Financial Advisor Marketing "Marketing ideas and links for Making Big Profits from your Financial Advisory Business" Grant Hicks, co-author of Guerrilla Marketing For Financial Advisors.

Insurance Marketing and Sales Mastery Newsletter™ 
FREE Every week you'll receive the all the latest proven strategies, ideas and tips the Top Producers use to get their ideal prospects to call them. (Lew Nason)

The Advisor's Advisor 
FREE Marketing Advice for Financial Advisors - Do yourself a favor, and check out the free TIP email newsletter. I GUARANTEE it will help your business! 604-261-2194  donpooley@eTIP.ca - Donald F. Pooley, CFP, CLU, CHFC

TheInsuranceCoach.com - Coaching For Insurance Organizations and Recruiters. Visit The Insurance Coach website to learn more about our CD Programs and Training Workshops covering Recruiting, Prospecting, Marketing, Effective Communication, Leadership and Business Success for Insurance Organizations. Michael Beck

Pension Concepts - Making the Pension Maximization Sale. Informational, CD's lead you through the closing of the Pension Maximization sale. Audios cover introduction and advanced concepts. Plus, comprehensive, 36 slide, screen show for clients and prospects. Also, offers videos.

YouBeTheBank.com
Learn how to help clients to take charge of managing their money and creating wealth for their family, properly using Cash Value Life Insurance.  There are only a handful of books, written by financial professionals who have 40 years or more of real life experience working with and helping families. One such book, recently self-published, is Money for Life, by Jeffrey Reeves, MA... with Dr Agon Fly.

Financial Links
Future Financial - Glossary of Financial Terms

Morningstar - Mutual Fund Updates

Found Money Management™ - Helping Middle American Families to Live Debt Free and Truly Wealthy 

Roth IRA Advisor - Cutting edge strategies for IRA owners (Jim Lange)

Impaired Risk Wholesales
United Underwriters - We give you Same Day sales illustrations & 24-hour service on impaired risk illustrations, competitive product analysis.

Industry Links
Annuity Information - from Sector Updates

Retirement Planning Advice - Great resource for retirement planners

Industry Organizations
If you are not a current member of one or more of these industry associations... you should be!

GAMA - General Agents Management Association

International Association of Registered Financial Consultants
The IARFC is dedicated to providing continuous value-added services to professional financial advisors who are helping people do a better job of spending, saving, investing, insuring and planning. Earn the coveted Registered Financial Consultant (RFC) designation.

MDRT - The Million Dollar Round Table has the best to offer in books & tools that inspire industry and life achievement.

NAIFA - National Association of Insurance and Financial Advisors

Industry Publications
Advisor Today

Financial Services Journal - is the first and largest financial services publisher and portal on the Internet. Our publications include Financial E-News, Financial Services Journal Online and Messages From The Masters, which are available at no cost on our Portal.

Insurance & Finance Research Station - Industry News

Life Insurance Selling Magazine - is the magazine for top life, health, and financial services producers. The magazine provides producers with practical, transferable sales ideas and information, both editorial and advertising, about products they can offer to clients. Leading producers share their successful techniques in feature articles. Product survey reports several times a year list characteristics of products from life and health insurance companies. Regular departments describe policies, books, sales aids, computer products, and educational programs designed for producers.

Senior Market Advisor Magazine - if you are working with seniors you must read this magazine… it's free...

Lead & Lists Companies - click here
A list of the best resources for insurance agents, financial advisors and planners.

Marketing & Sales Systems, Coaches & Trainers - click here
A list of the best resources for insurance agents, financial advisors and planners. - Insurance Pro Shop and Our Competition… 

Legal Support - Agents & Financial Services Professionals
Financial Advisors Legal Association - "The Leader in Litigation Prevention and Defense for the Individual Financial Professional." 

Insurance Marketing and Prepaid Legal - Add Pre-Paid Legal to the list of products you offer your clients, and you will provide your insurance customers with a valuable service that they can use in their everyday lives. (Independent Associate)

Life Insurance Wholesalers / Recruiters
Index Marketing Group - #1 Marketer of Indexed Life and Annuities. Top Commissions. Core Company is Aviva Life and Annuity. Call 800-546-9968 for more information...(Tim and Kevin Smith)

Wealth Financial Life - is a national marketer serving thousands of independent agents as well as brokerage organizations nationwide for the past two decades. We offer a wide array of highly reputable life insurance and annuity companies, from which we create the most sensible insurance program or plan for a client's personal, business and retirement needs. Arsy Grindulo Jr. and Alvin Reyes

Technology, Software and Web Site Resources
Financial Planning Consultants - 'Practice Builder' the Client Relationship Management (CRM) system for today's financial advisor. 'Plan Builder' developing comprehensive financial plans, powerfully and swiftly. 'Client Builder' is a presentation system for financial advisors that motivates the prospect to engage your services on your preferred basis. Edwin Morrow - 800-666-1656

Insurance Web Designs - Customized, Affordable Insurance Agent Web Sites by someone who was actually in the insurance business. Highly recommended.

Assured Net - Smart Sales Tools for Life Insurance Agents. Internet based sales solutions can dramatically increase your life insurance sales.

Internet Marketing Corp -Your online resource for Internet Marketing!

Drive Traffic To Your Web Site  with Traffic Swarm.

Term Insurance
Term Life Insurance Quotes at Americans-life-insurance.com  created to find the right term life insurance easy and affordable. Our online quoting system will guide you through the entire term life insurance process

Useful Links
Age Net

Elder Law Updates

Found Money Management™ - Helping Middle American Families to Live Debt Free and Truly Wealthy

Insurance Sales Tools - This is a new web site designed to help agents and advisors find all the best insurance marketing, prospecting, leads, tools, sales training and more that they need to be successful in this business…

Sold On Seniors  - if you are marketing to seniors this is a must web site…

Total Return Annuities - A great resource for Annuity, Life Insurance and all kinds other financial information and history. Highly Recommended!

Note: These links are merely what we think are useful for research purposes, and contain different views. We do not endorse nor guarantee the accuracy of the contents, and are not liable for any consequences.