Entry Point Advisor Network’s BDA’s work with agents and advisors to coordinate your practice’s life insurance goals with our member firms services and capability, streamlining every dimension of the planning, marketing, deployment, quoting, application, and submission stages.
Agents and Advisors working with Entry Point Advisor Network enjoy unrivaled access to premier permanent and term life insurance products and the expertise to put them to work for your clientele. This is enabled by our member firms across the insurance industry, both manufacturers and distributors, and our team of seasoned veterans. This broadside of products and experience lets you focus on client service and acquisition, confident that your arsenal has the solution which best matches your clients’ specific objectives.
Life insurance’s many and often nuanced tax strategies are at your disposal when you work with our BDAs and the Life support team; putting you in the driver’s seat to proactively protect your clients financial future.
Many successful advisors accumulate several business owners within their books of business who could use their help to secure their business’s future or reap the rewards of their efforts. As part of our BDA’s holistic practice level approach, we’ll work with you to ensure you best attract, identify, capitalize, and service these opportunities.
The $30 Trillion question is really a simple one: do you want to help your baby boomer clients leave a lasting legacy and guide their heirs or don’t you? To take part in this transfer requires you to think and act like an intergenerational practice, and to help your clients efficiently achieve their goals while also providing them emotional confidence. Life insurance is an integral hinge in this societal pivot and we’re here to help you plan, communicate, and ultimately thrive on this tidal shift.