Referral sources for financial advisors and life insurance agents. Beyond your clients, CPAs and attorneys, you have never considered these better referral sources. Moreover--neither has your competition!

1. UNTAPPED REFERRAL SOURCES
Provided Courtesy of Seniorleads
Automated Internet Marketing to
Bring You New Clients
888-893-2993

2. CPAS AND ATTORNEYS OKAY, BUT……
Every advisor is courting them
Some are in competition with you
They worry about losing a client if you lose their client money
High threshold of competence required

3. OTHER BUSINESSES
Already have relationships with the clients you want
Relationships are generally transactional (not relational)
Cannot judge your competence
Most advisors ignore them
Easy to answer –what can you do for them

4. COMMERCIAL REAL ESTATE BROKERS
Do you ever have prospects that won’t sell because of tax reasons?
Solutions: Capital Gains Elimination Trust, Private Annuity Trust
Perfect for Seminars or joint meeting

5. CAPITAL GAINS ELIMINATION TRUST
CGET
CGET sells asset,
has $1 million to
reinvest for income
and gains. Sale is
Tax Free inside this
trust.
Requirement--
when both parents
die, at least 10% of
original gift must
go to charity
Parents Own $1 million low basis
real estate (or stock). They gift it
No estate tax as asset is removed
from their estate = $470,000
savings
Parents get annual income, e.g.
hypothetical 10% for life
= $2 million
Parents get tax deduction for gift to
trust = $284,000

6. PRIVATE ANNUITY TRUST
Source: National Association of Financial and Estate Planning




7. Defers gain for years
Converts equity into cash
Basically an installment sale to heirs
PRIVATE ANNUITY TRUST

8. HOSPITALS (LTC)
They want to court seniors
They advertise in their newsletter and senior center your
Presentation on LTC (or How to Analyze an Assisted Living
Arrangement)
Use hospital for individual meetings with attendees, sell a boatload
of LTC (or annuity and life combo policies)

9. OUTPLACEMENT FIRMS
Outplacement firms want to deliver long list of services to their
clients (Fortune 1000 companies)
Clients of outplacement are executives with rollovers
Your Class: How to Manage your Money Between Jobs
Topics: Cash, credit, health insurance, cobra, stock
options and foolishness of leaving $ in 401k plan

10. BUSINESS BROKERS
They have clients that will have $$$ as they sell their business
You can help them provide more comprehensive services such as the
tax free sale of the business (qualified small business stock, Sec
1202 and 1045 of IRS code)
Perfect for Seminars or joint meeting about estate planning, CGET
to sell business,etc

11. WHO ELSE?
Who else has relationships with clients you want?
You can help them
Under prospected by financial advisors
Transactional relationships
How about….

12. WHO ELSE?
The luxury car dealer?
The yacht dealer?
High end residential real estate broker?

13. ACTION PLAN
Make your list (phone book or CD from INFOUSA)
Make your script (script is about what YOU can do for THEM)
Create 6 drip letters
Do your study of soultions
Create a niche that pays like a slot machine