Double Down: The Ultimate High Net Worth Strategy

By Life & Annuity Masters Sponsored By Life & Annuity Masters

The brilliant partnership that’s handing insurance producers and financial advisors double commissions on big-ticket cases.

Producers working with high net worth prospects may soon find placing big-ticket cases much easier. And that’s not even the good news...

Owning a book of business filled with high net worth clients is the dream for many working in the insurance and financial space. Business owners are particularly attractive thanks to the numerous high-premium policies that many need (buy/sell, key person, estate planning, etc.) or could benefit from in order to protect their assets.

Factor in multiple policies, each paying large commissions, and it’s no wonder why so many of the nation’s top producers only need to service a handful of clients in order to become high net worth themselves. But there’s a problem…

Nearly 99.99% of reps chasing these valuable clients — even if they know them personally — can’t seem to get their foot in the door. And those lucky enough to speak with a CEO or major decision maker often fail because their solutions aren’t unique, only add to a company’s overhead and generate minimal value.

But what if that didn’t have to be the case? What if any financial advisor or insurance agent knew how to add value — LOTS of value — instantly to a company’s bottom line?

How high could your reputation flourish if you knew you could walk into a company with the secret to increasing its cash flow by at least 10% and unlocking $1,000–$4,000 per employee, without having to sacrifice the quality of service/products or reduce the headcount of a company?

And finally, what if — even if no policies are sold — you still pocket a massive commission for three years?

Thanks to another brilliant partnership between renowned Life & Annuity Masters and DCI Solutions, producers across America are starting to do precisely that.

“We know that high net worth individuals are a different breed of client. In order for producers to be successful with them, they can’t just become another cost. They need to know how to help a business thrive. At Life & Annuity Masters, we pride ourselves on teaching unique ways advisors and agents help add value to a client’s bottom line, creating a symbiotic relationship rather than a transactional one,” stated Dennis Fontaine, the firm’s senior marketing consultant.

“But after more than 20 years in the industry, what our partnership with DCI Solutions is doing for companies across America is nothing short of astonishing,” he continued.

Astonishing is right. DCI Solutions doesn’t just brag it can increase a company’s cash flow by 10% and save $1,000–$4,000 per employee — it guarantees it! How is that possible?

DCI Efficiency Dashboard

Ask Kirk Conole, partner and COO with DCI, how they can increase so much more cash flow than their competitors and he’ll playfully respond, “Trade secrets and specialization.

“Most CEOs and employees within a company simply wear too many hats on a daily basis to even be capable of honing the expertise needed to find and increase a company’s cash flow by a significant margin,” Conole confides.

“Our teams are composed of highly trained specialists; each member is a true expert in his or her field and within that, we send experts on subfields. Take tax, for example. We don’t just send an accountant or an auditor. We have a tax team that specializes in different categories of the tax code. And when you combine the single-minded focus that each DCI member brings to the table when we enter a company, huge amounts of money can get unlocked,” he added.

And amazingly, after an agent or advisor introduces DCI to their client’s company, cash flows can increase by 10% or more within a single day.

“Nobody running a $10 million company, for example, is going to get excited if you can save them $20K. And nobody wants to have their time monopolized by an outside firm that disrupts the operating day to day for who knows how long. So we’re in and out in a day,” Conole stated.

“We’re not here to waste anyone’s time. CEOs are busy. CFOs are busy. Everyone is busy and can’t afford to have their work life disrupted. We ask the business owners and decision makers if they could spare just a single day to work with our team. Give us your undivided attention today and our team will increase your cash flow by 10% tomorrow,” he proudly adds.

All with zero out-of-pocket cost to the company. And for large enough companies, DCI even works for free if they’re unable to reach at least their 10% benchmark.

It’s an offer too good to pass up. And the results are time and again so profound that the cash flow created is often greater than the cost associated with even the most expensive policies an insurance agent or financial advisor may recommend.

And the best part is that with just a little training from Life & Annuity Masters in regard to whom to approach, what to say — and, most important, what not to say — insurance producers and financial advisors have little more to do than make introductions between the two entities.

For that introduction, DCI awards a finder’s fee to the producer of 10% of the increased cash flow for three years.

In other words, if you find a $10 million company where DCI Solutions is invited to step in, DCI will, within a day, save that company at least $1 million per year and award you a finder’s fee of $100,000 a year for the following three years — all in addition to any commissions made from selling a policy with the increased cash flow — essentially letting a business afford a policy for nothing!

But knowing who the best clients for DCI are and how to approach them in the most effective way requires skill and careful wording. Because of that, DCI Solutions routes all referrals through their partner Life & Annuity Masters.