Advisors Excel, LLC

Description

Robert Grace is the founder and president of Grace Advisory Group in Fort Meyers, Florida, with over 40 years experience in the financial services industry. He is a Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator, attorney, television and radio personality and author. Bob joined Advisors Excel in 2008. Hovering around $16 million in annual annuity business and struggling to grow any further given his existing systems and practices, he really wanted to build a franchise model with associate producers. With Advisors Excel’s help, he has developed an enhanced business model with associate producers—completely skyrocketing his production. In fact, he became Advisors Excel’s #1 producer for two years in a row, writing over $42 million in 2011. In 2012, he advanced even further to $61 million in annuity premium.

Adding life insurance to your product offerings not only makes you a more well-rounded producer, but it also ensures you are able to help your clients reach their financial goals in the most effective, tax-efficient manner possible. From the basic wealth transfer case to the more complex estate planning and premium finance scenarios, your AE Life team can do it all. Clients today aren’t looking for a product. They’re looking for a strategy—and our Life team will help your clients reach their goals, while growing your revenue at the same time. Your Life VP will help you take your business to new heights by teaching you ways to seamlessly incorporate life insurance sales into your existing practice. We will also help you integrate these tools into your normal review process with clients so there are no additional marketing expenses for your practice. Do you avoid writing life insurance because it is just too complicated and time consuming? We can take care of that, too! Not only will you have a dedicated Life VP of Marketing, you will also have an entire dedicated processing team! All you have to do is take the application – your Life team takes it from there.

This compelling online platform has been enhanced for 2014 with a totally new layout, a focus on ease of finding materials, a customizable homepage for each producer and several other exciting new features. All you have to do is log in for instant access to hundreds of useful documents, presentations, marketing pieces, producer guides, sales ideas, multimedia resources and other helpful gadgets that contribute to the growth of your practice. Available 24/7, iAdvisor gives you exclusive access to these tools, with the ability to download items instantly and customize them for use in your business!.

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