Who We Serve
Life Insurance Expertise at Your Fingertips
We are your life insurance partners. Our firm helps agents write more life insurance in the business owner markets. For the advisors we work with, we provide 3 things:
Advance planning and experience
Expertise in the small closely held business owner markets – advance planning and experience.
Branded and customized presentations
Branded and customized point of sale presentations – advanced concepts are hard to understand, we have simple proposals.
Knowledge of life insurance
In-depth knowledge of life insurance – intimate understanding of the application and usage of life insurance.
Our staff has 100+ years of combined experience in the life insurance industry, including both case design and underwriting. Let us handle the logistics so you can focus on what you do best, while utilizing your time more efficiently and effectively.
Our Qualifications
Advisor’s Resource Company was founded by both a Certified Financial Planner (CFP) and a Fellow of the Society of Actuaries (FSA). Our years of experience in the financial services industry have enabled us to develop strong relationships with vetted specialists who allow us to provide you and your clients with the advice that you both deserve.
As your financial architect, we help to build a team filled with the expertise you need to succeed. We work with your current team of advisors; we do not try to replace them.
Our Network of Advisors allows us to
provide advice in the following areas:
Analyzing Your Market
The corporate structure you choose influences all aspects of your business – from your day-to-day operations, to taxes, to your own personal asset risk. Establish a foundation and ensure the tax burden is appropriate to the size and nature of your company.
Risk Management
A business or individual will never reach financial success if assets are improperly protected. Protection is a necessity for every family and even the smallest company in order to protect and maintain its financial health.
Taxes
Tax planning strategies allow business owners and individuals to minimize, or even eliminate, taxes. While taxes may seem steep, there are many credits, deductions, and provisions with the tax code that benefit business owners. The key is taking advantage of these offerings!
Investments
Savings are important for everyone, but especially if you’re a business owner. When it comes to choosing the right type of investments, ensure your portfolios match your risk profile. Owning a business is so risky—don’t take the risk in your retirement.
Exit Strategy
Establish a plan to ensure the business continues without you. An exit strategy provides the owner with a way to reduce or eliminate their stake in the business. If the business is successful, an owner stands to make a substantial profit.
We Help Advisors Implement Life Insurance Strategies
Solve your clients’ complex problems with easy-to-understand solutions. By partnering with Advisor’s Resource Company, you will have access to turn-key life insurance proposals for strategies including:
Life Insurance Retirement Plans
Split Dollar
Executive Bonus
Estate Plans
Legacy Plans
Key-Person Strategies
We serve as a Virtual Family Office by providing resources in the following areas:
Analyzing Your Market
Our Partnership Begins
- You submit Partner with ARC form.
- You Submit QuickStart form.
- We analyze your market demographics.
Build the Branded Proposal
We Begin Building Your Case
- We build a Branded Proposal based on QuickStart.
You Get Paid!
We put your Client’s Policy In-Force
- We monitor the entire application process to get your client covered.
- We will ensure the policy performance via our Policy tracker service.
Contracting Process
We Start the Contracting Process
- We begin the contracting process with a carrier(s) that best suits your market
demographics.
Submitting the Case
We Meet to Review the Branded Proposal
- We meet to confirm all the details of your case.
- You Submit an LMS Application.
- We begin processing your case with the carrier.
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