BOMS answers every problem that every producer needs to solve:
Lead Program
Training
Sales Presentations
Bound, personalized proposals
Referrals
What will the Business Owner Marketing System (BOMS) do for you?
Business Owner Marketing System (BOMS) This complete marketing and sales package will assist you in getting in front of potentially thousands of wealthy, underserved, small business owners with gross sales from $1,000,000 to over $25,000,000. Davis Life Brokerage can provide you with a lead source to these individuals - and so much more.
Here is a look at just a few of the planning tools you will have access to:
Annuities for Income Planning
Qualified Plan Roll-Over Information
Attorney Reviewed Estate Analysis
Pension Plans
IRAs and Stretch IRAs
Key Person, Buy-Sell, and Cross Purchase Life
Executive Bonus Plans
Deferred Compensation
Premium Financing
Charitable Giving
In-House Underwriter
In-House Actuary
Life Settlements
Business Exit Planning
Policy Auditing
Business Valuation
Employee Income Planning Workshops
Plus so much MORE!
We are looking to pilot this program with a select group of advisors. If you produced a minimum of $250,000 in annuity and/or life insurance commissions over the last year or if you have the work ethic and drive to reach that level, we would like to consider you for this program.
FOR BROKER USE ONLY. Not for use with the general public as an advertisement for the purchase of annuity or insurance coverage.
