Offer Money Management without Getting Securities Licensed!

 

Stop Leaving Money On The Table and Secure Your Client's Benefits

Our Trusted RIA Firm

Asset Management Strategies in Indianapolis, headed by long time expert Tony Fiorillo, has a consistent track record of positive reviews with exceptional service, and client retention.

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Here Is The Solution!

The Agent can act as a "solicitor" and offer Money Management services provided by a professional Registered Investment Advisor! The Investment Advisers Act of 1940 allows a portion of money management fees to be paid to an unlicensed “solicitor” for facilitating relationships as long as certain criteria are met. Most significant among these are the need to disclose of the nature of the relationship to the end user and, the soliciting agent must have a clean background as far as major felonies and regulatory infractions.

 

 

Solicitor Fee

Our Trusted RIA Firm

You, as a SilverSide Agent, get paid a portion of the management fee on a quarterly basis as an ongoing “solicitor fee” for as long as your client has their assets managed with Asset Management Strategies.

You, as a SilverSide Agent, get paid a portion of the management fee on a quarterly basis as an ongoing “solicitor fee” for as long as your client has their assets managed with Asset Management Strategies.

Point of Contact

Participating agents will remain as the key contact and can continue to advise their clients on insurance fixed products, while other assets are managed through the advisory firm. Recommendations for fixed/indexed designs will be referred back to the agent.

Enhance Your Offerings and Increase Business Without Extra Licenses or Hassles

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Benefit One

What does your product offer that will improve or solve a problem?

The Ultimate Value of Your Value Proposition

Add some more descriptive content here to define your offer. What your offer is and how you can improve your potential customers daily experience. 
 

Benefit Two

What does your product offer that will improve or solve a problem?

Benefit Three

What does your product offer that will improve or solve a problem?

Many times over the years agents, primarily life and annuity agents have come to us and said they are worried they may be leaving business on the table and not maximizing potential benefits to their clients by not offering managed money solutions. 

Why This Offer Is So Powerful!

When an insurance agent specializes in selling life and annuity products he may not maintain a securities license and related affiliations.

Having a trusted advisor like their insurance agent unable to offer a full array of services limits client options and possibly reduces their returns and other objectives. 

Studies show that even if a client does not like the performance of whoever is providing advice or managing their assets, they will often times be reluctant to make a change.

If he does not, and only offers fixed products like indexed annuities, MYGAs, universal life… his clients may look elsewhere for advice on stocks, mutual funds, bonds, and other investments or simply limit themselves to cash and CDs. 

 This seems to be because after becoming unhappy with their selections in the past, clients lose confidence in their ability to find someone they believe can get the desired returns.

So how can an agent specializing in fixed products expand their service offering without adding licenses and hassles?

If you would like to learn more, call a trusted SilverSide representative at (480-400-7171) for details or to get in touch with our RIA partner to see if this is a good fit for you and your clients.  

Here's the Situation

2227 West Baseline Road #103

TempeAZ 85283

Phone: (480) 400-7171

480.400.7171

Exclusive Arrangement for SilverSide Agents Only

480.400.7171

Exclusive Arrangement for SilverSide Agents

10100 Lantern Road, Suite 150A

Fishers, IN, 46037

(877)-815-0998

 

Why This Offer Is So Powerful!

Many times over the years agents, primarily life and annuity agents have come to us and said they are worried they may be leaving business on the table and not maximizing potential benefits to their clients by not offering managed money solutions. 

Studies show that even if a client does not like the performance of whoever is providing advice or managing their assets, they will often times be reluctant to make a change.

Having a trusted advisor like their insurance agent unable to offer a full array of services limits client options and possibly reduces their returns and other objectives. 

When an insurance agent specializes in selling life and annuity products he may not maintain a securities license and related affiliations.

If he does not, and only offers fixed products like indexed annuities, MYGAs, universal life… his clients may look elsewhere for advice on stocks, mutual funds, bonds, and other investments or simply limit themselves to cash and CDs. 

 This seems to be because after becoming unhappy with their selections in the past, clients lose confidence in their ability to find someone they believe can get the desired returns.

The Agent can act as a "solicitor" and offer Money Management services provided by a professional Registered Investment Advisor! 

The Investment Advisers Act of 1940 allows a portion of money management fees to be paid to an unlicensed “solicitor” for facilitating relationships as long as certain criteria are met. Most significant among these are the need to disclose of the nature of the relationship to the end user and, the soliciting agent must have a clean background as far as major felonies and regulatory infractions.

 

 

Asset Management Strategies in Indianapolis, headed by long time expert Tony Fiorillo, has a consistent track record of positive reviews with exceptional service, and client retention.

Our Trusted RIA Firm

Asset Management Strategies in Indianapolis, headed by long time expert Tony Fiorillo, has a consistent track record of positive reviews with exceptional service, and client retention.

Solicitor Fee

Point of Contact

Participating agents will remain as the key contact and can continue to advise their clients on insurance fixed products, while other assets are managed through the advisory firm. Recommendations for fixed/indexed designs will be referred back to the agent.

If you would like to learn more, call a trusted SilverSide representative at (480-400-7171) for details or to get in touch with our RIA partner to see if this is a good fit for you and your clients.  

Request Info

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