💰Agencies, IMO and FMO Leaders💰

What if we could get your agents in front of more business owners and real estate owners, then help them unlock cash flow for more coverages and protection?

What if we could bridge the trust and authority gap before your agents meet the clients?

Are you tired of the endless cycle of recruiting, training, and losing agents? What if we could help you develop a powerhouse of high-performing, loyal, professional insurance consultants?

Imagine a world where:

Your new agents hit the ground running, closing significant cases within weeks, not months or years.

Your seasoned veterans double or triple their production without working harder.

Your agents are the heroes who not only protect your clients' futures but also transform their present-day finances.

Your organization becomes the go-to resource for complex, high-value financial solutions.

Our Strategic Advisory Network can help you reach those goals.

We help advisors become life-changing insurance and financial consultants.

Here's how our Strategic Advisory Network can benefit your organization with it in the middle of the wheel:

Let's see how this approach makes advisors consultants rather than just salespeople:

Case Study #1: The $928,000 Daycare Transformation

A daycare owner was struggling to fund growth and expansion. Through our VFO network's sale-leaseback strategy, we helped them:

✅ Unlock $928,000 in cash from their property

✅ Save $700,000 in taxes

✅ Acquire $592,000 in new annual income

Now there's extra cash available to protect the business, key workers, and loss of income.

Case Study #2: From Stuck to Soaring - A $6 Million Exit

A business owner hit a profit plateau at $300,000 annually, jeopardizing his retirement dreams.

Our experts devised strategies to:

✅ Increase business value from $1.5 million to over $6 million

✅ Double annual profits to $600K+

✅ Put him on track for a $10Mill+ exit in 24-36 months

That's 6X in business value that now needs protection.

Case Study #3: Slashing College Costs, Accelerating Retirement

A Bay Area attorney couple feared their children's education would derail retirement plans.

Our network helped them:

✅ Cut $212,000 from out-of-pocket college expenses

✅ Retire 5 years ahead of schedule

✅ Secure a prestigious Master's degree for their daughter at less than private high school costs

With their children's education secured and retirement accelerated, the couple gained a new perspective on financial planning and a world of opportunities ahead of them.

Maximize Tax-Favored Insurance Benefits

Strategically Leverage Business Profits with Our Virtual Family Office

Key Client Outcomes:

1️⃣ Secured Future: A client improved their cash flow and bank balances to pay for flexible insurance that adapts to their evolving needs.

2️⃣ Better Coverage With less Out of Pocket: Client upgraded an old policy that no longer best suited their needs into a policy with LTC coverage, generating $600k tax-free cash for investments, and adding a $20M business value protection.

Key Details:

A surgeon improved his family and business financial strategy by:

Redirecting $50,000 annual savings into a better $2.5 Million policy with living benefits and lifestyle continuity for his wife.

Allocating an extra $600K tax free cash for investments and a new $20M policy to protect the business.

Two new policies at 10X the death benefit with no additional costs due to proactive planning.

Strategic cash flow planning led to two new policies with increased benefits for the policyholder, his wife, and his business. That's what being a planner vs a commission hungry, lazy order taker is all about.

Our business & personal cash flow improvement process turns insurance from a cost into a powerful financial asset - protecting what matters most while optimizing your client's business and personal protection plans.

Here's what our strategic approach means for your organization:

1️⃣ Skyrocket New Advisor Success Rates

✅ Get rookies in front of qualified prospects immediately.

✅ Real impact: New agent closed a $500,000 case in their first 60 days.

2️⃣ Transform Existing Producers into Wealth Creators

✅ Equip your team to increase clients' income and net worth.

✅ Case study: A planner helped a business owner increase company value by $4.5M, leading to a $2M premium financing case.

3️⃣ Dominate the Business Owner Market

✅ Solve complex problems beyond insurance.

✅ Example: Our legal advisor fixed a non-compliant buy-sell agreement, leading to $3M in new policies & ongoing wealth management.

6️⃣ Slash Turnover Costs

✅ Reduce agent churn by providing real value and success.

✅ Cost savings: Reduce new agent turnover, saving $500K+ in recruitment, training, and opportunity costs.

5️⃣ Attract Seasoned Producers with Joint Work Opportunities

✅ Bring in experienced producers with our high-value approach.

✅ Recruit $1M+ producers in 90 days with our joint work program.

4️⃣ Accelerate MDRT Qualifications

✅ Get advisors on track for MDRT in two years or less.

✅ Proven systems: Book and lead magnet mailings, referral systems, workshops, LinkedIn, and ads done right.

7️⃣ Revitalize "Orphaned" Clients

✅ Turn dormant policies into thriving relationships.

✅ What could a proactive database reactivation, financial fitness checkup, or policy review campaign produce? Imagine the new policies, annuities, and AUM created.

8️⃣ Eliminate the Price Objection

✅ We find money for clients to pay premiums and get the coverage and services they need. We help advisors find the money to implement our planning and marketing systems.

✅ Tax, debt, and insurance planning is powerful when combined to reduce expenses while boosting cash savings.

The best part? This system works for all your channels:

Life Insurance Agents: Close larger policies by solving complex business and estate issues.

Financial Planners: Offer high-level advisory services that lead to significant planning with the savings you create.

Money Managers: Dramatically increase AUM by creating new wealth for clients.

Referrals: Attract better referral partners and shift the dynamic from beggar to sought-after professional consultant and advisor.

What's the better option?

1️⃣ Keep missing opportunities and sub-optimal performance from overwhelmed and frustrated agents?

2️⃣ Enhance your agency to become a wealth-building organization that creates lasting value?

But let's be crystal clear: This isn't for every IMO or FMO. It's for outside-the-box thinkers ready to revolutionize their organizations and put their clients and agents in better positions to succeed in business and life.

Are you that person?

If so, let's have a candid conversation about ideal outcomes for your clients, agents, and organization.

This industry is too great for advisors who care about their clients to struggle. Let's help create more win-win situations for producers and families.

Imagine the possibilities of educating service providers already working with the ideal policy candidates.

How many lenders and P&C agents could succeed by reengaging with existing leads and client?

Imagine coupling them with the right product knowledge or pairing them with a seasoned consultative producer.

We look forward to creating ideal outcomes with you,

Durell Patrick

P.S. Still on the fence? Consider this: One of our partner insurance expert advisors used the referral system to qualify for MDRT. His average commission is $400,000 and he gets fees of $50K / year in lieu of commissions in some cases.

He's become a sought-after HNW insurance coach in the country, with a waitlist of experienced agents wanting to join his program.

We can help you achieve similar results in the next 6-12 months.

Don't let another day of missed opportunities slip by.

Schedule your free discovery call now and let's start engineering your organizational breakthrough.

1309 Coffeen Suite 2440, Sheridan, Wyoming 82801