Here’s a rundown on the changes of keenest interest to insurance advisors...
PETALUMA, CA, December 4, 2012—Legacy Marketing Group® announces a new affiliated company, OnPointe Advisory and Financial Services, LLC, a Registered Investment Advisor firm designed to support securities professionals and insurance-only Producers who are interested in becoming licensed financial services professionals and transferring to the business model of Investment Advisor Representatives (IARs).
“We’re pleased to announce a new sister company, OnPointe, and its services in this ever-changing economic environment,” said Preston Pitts, President of OnPointe and Legacy. “In today’s market, financial service professionals must adapt, or they will struggle to survive. With OnPointe, our goal is to aid them through this change.”
Once licensed, IARs with OnPointe can expect time-saving tools, ongoing sales and practice management training, multiple investment advisory management portfolios, compliance support, and, of course, OnPointe’s user-friendly systems and commitment to providing great customer service.
Through income planning, portfolio management, and investment advice, OnPointe IARs will address clients’ total needs when it comes to their financial goals. The range of products and services available through OnPointe will help IARs point their clients in the right direction toward their individual long-term financial goals.
To learn more about OnPointe, go to OnPointeAdvisory.net, or call 800-395-0045 and press 1.
OnPointe Advisory and Financial Services, LLC
Frank Ertel, Vice President of Sales, 800-395-0045