Driving Advisor PerformanceAnnuities • Life • Retirement

Asset Marketing Systems15050 Avenue of Science, Suite 100San Diego, CA 92128

888-303-8755

ASSETISMARKETING.COM

ASSET HAS AN ACTION PLAN FOR YOU

Retirement

There’s enormous opportunity in... a tightening economy… Baby Boomers looking for more innovative retirement options… and more and more insurance and investment products competing to fill changing needs.

In today’s market, independent, dual-licensed advisors are perfectly positioned to provide the high-quality, individualized retirement income planning that Americans increasingly demand. Are you ready to offer them a more comprehensive approach? Need help finding the right leads? Or sorting out the best solutions for your clients? Do you find, like many advisors, that running a successful business makes it harder to focus on sales? Ironic, isn’t it?

It’s time for YOUR action plan. Asset Marketing has it.

FASTFACTS

> STAY ON TOP: In today’s rapidly changing competitive and regulatory environment, it’s never been more important to choose the right partner. Many Asset advisors started as insurance-licensed only, then evolved into comprehensive, well-rounded practices that provide comprehensive financial services to their clients.

> NEW OPPORTUNITIES, NEW PRODUCTS: Asset’s skilled Product Specialists keep you informed on carrier and rate changes, and our proprietary product line-up affords your clients more options.

OPPORTUNITY IS EVERYWHERE. BECAUSE CHANGE IS ALL AROUND.

There’s enormous opportunity in... a tightening economy… Baby Boomers looking for more innovative retirement options… and more and more insurance and investment products competing to fill changing needs.

In today’s market, independent, dual-licensed advisors are perfectly positioned to provide the high-quality, individualized retirement income planning that Americans increasingly demand. Are you ready to offer them a more comprehensive approach? Need help finding the right leads? Or sorting out the best solutions for your clients? Do you find, like many advisors, that running a successful business makes it harder to focus on sales? Ironic, isn’t it?

It’s time for YOUR action plan. Asset Marketing has it.

FASTFACTS

> STAY ON TOP: In today’s rapidly changing competitive and regulatory environment, it’s never been more important to choose the right partner. Many Asset advisors started as insurance-licensed only, then evolved into comprehensive, well-rounded practices that provide comprehensive financial services to their clients.

> NEW OPPORTUNITIES, NEW PRODUCTS: Asset’s skilled Product Specialists keep you informed on carrier and rate changes, and our proprietary product line-up affords your clients more options.

OPPORTUNITY IS EVERYWHERE. BECAUSE CHANGE IS ALL AROUND.

LET’S BRING OUR ENERGY TOGETHER.

YOUR ASSET ACTION PLAN Asset Marketing creates a personalized plan to supercharge your business—in sales, marketing, and management. Together, we can build your ability to get clients, serve clients, and grow your operation to achieve your business goals.

YOUR ASSET TEAMPutting years of experience to work for you, an Asset Business Consultant and Marketing Consultant help you focus on proven best practices—to drive every aspect of your performance. We match you with the right people, products, insights, opportunities, processes, systems, and tools. So you can put your energy where it benefits you most: into sales and client service.

FASTFACTS

> 300+ products*> Fixed Index Annuities, Fixed Annuities: 30+ carriers> Life Insurance, Long-Term Care Life Insurance: 40+ carriers> Securities: Through Madison Avenue Securities, our sister company> PLUS... exclusive access to proprietary products

* May not be available to all advisors in all states

Let’s take your business from where you are... to WHERE YOU WANT TO BE.

LET’S BRING OUR ENERGY TOGETHER.

YOUR ASSET ACTION PLAN Asset Marketing creates a personalized plan to supercharge your business—in sales, marketing, and management. Together, we can build your ability to get clients, serve clients, and grow your operation to achieve your business goals.

YOUR ASSET TEAMPutting years of experience to work for you, an Asset Business Consultant and Marketing Consultant help you focus on proven best practices—to drive every aspect of your performance. We match you with the right people, products, insights, opportunities, processes, systems, and tools. So you can put your energy where it benefits you most: into sales and client service.

FASTFACTS

> 300+ products*> Fixed Index Annuities, Fixed Annuities: 30+ carriers> Life Insurance, Long-Term Care Life Insurance: 40+ carriers> Securities: Through Madison Avenue Securities, our sister company> PLUS... exclusive access to proprietary products

* May not be available to all advisors in all states

Let’s take your business from where you are... to WHERE YOU WANT TO BE.

When you go all in with Asset, you get all of us, of course. But you also join a community of smart, accomplished, independent advisors who are eager to share their own secrets of success. Our advisors rave about the feeling of family they get from Asset, and the support they get from peer study groups made up of like-minded advisors, put together by your Business Consultant.

Grow your business faster with hands-on training, teleconferences, webinars, financial planning software, sales forums, regional and national networking events, and carrier-sponsored Asset University. With Asset’s unique culture of sharing, you’re never alone.

LET’S HAVE EACH OTHER’S BACKS.

Who has time for marketing? We do. Our marketing team works directly with you to develop a marketing action plan, for any budget, any level of experience, and any type of practice.

Asset marketing systems are fully customizable, compelling, and compliant. Our systems—including direct mail, digital marketing, lead generation systems, selling strategies, and seminars—are field tested by advisors and many are FINRA reviewed before being offered to our full network of advisors.

DIGITAL MARKETING Digital lead generation, web design, and Social Media Savvy, a new way to build conversations with your online community

DIRECT MAILReliable demand generation, with more time in testing than most other marketing organizations, for effective financial industry response rates

SELLING STRATEGIES Proven strategies for getting one-on-one meetings with your ideal clients

SEMINAR SYSTEMS FINRA-reviewed seminar systems supported by sales processes that are advisor developed and field tested

LEAD GENERATION Best practices and advisor-tested approach to lead generation that layers conventional and digital approaches within your overall action plan

LET’S MARKET TOGETHER.

LET’S SHARE WITH EACH OTHER.

> HIGH-TOUCH SUPPORT: Call your Asset Business Consultant any time… and expect weekly check-in calls that help hold you accountable for production and mission-critical activity.

> PATH TO SUCCESS: Many Asset advisors join a study group together with their Business Consultant, which provides career-long peer support and a proven path to becoming an Asset top producer.

FASTFACTS

DIRECT MAIL

LEAD

GE

NE

RA

TIO

N SE

MIN

AR

SYSTEM

S

DIGITAL MARKETING

S E L L I N G S T R AT E G I E S

When you go all in with Asset, you get all of us, of course. But you also join a community of smart, accomplished, independent advisors who are eager to share their own secrets of success. Our advisors rave about the feeling of family they get from Asset, and the support they get from peer study groups made up of like-minded advisors, put together by your Business Consultant.

Grow your business faster with hands-on training, teleconferences, webinars, financial planning software, sales forums, regional and national networking events, and carrier-sponsored Asset University. With Asset’s unique culture of sharing, you’re never alone.

LET’S HAVE EACH OTHER’S BACKS.

Who has time for marketing? We do. Our marketing team works directly with you to develop a marketing action plan, for any budget, any level of experience, and any type of practice.

Asset marketing systems are fully customizable, compelling, and compliant. Our systems—including direct mail, digital marketing, lead generation systems, selling strategies, and seminars—are field tested by advisors and many are FINRA reviewed before being offered to our full network of advisors.

DIGITAL MARKETING Digital lead generation, web design, and Social Media Savvy, a new way to build conversations with your online community

DIRECT MAILReliable demand generation, with more time in testing than most other marketing organizations, for effective financial industry response rates

SELLING STRATEGIES Proven strategies for getting one-on-one meetings with your ideal clients

SEMINAR SYSTEMS FINRA-reviewed seminar systems supported by sales processes that are advisor developed and field tested

LEAD GENERATION Best practices and advisor-tested approach to lead generation that layers conventional and digital approaches within your overall action plan

LET’S MARKET TOGETHER.

LET’S SHARE WITH EACH OTHER.

> HIGH-TOUCH SUPPORT: Call your Asset Business Consultant any time… and expect weekly check-in calls that help hold you accountable for production and mission-critical activity.

> PATH TO SUCCESS: Many Asset advisors join a study group together with their Business Consultant, which provides career-long peer support and a proven path to becoming an Asset top producer.

FASTFACTS

DIRECT MAIL

LEAD

GE

NE

RA

TIO

N SE

MIN

AR

SYSTEM

SDIGITAL MARKETIN

G

S E L L I N G S T R AT E G I E S

It’s your Asset Business Consultant’s job to coach you to make the best use of our many products and services. Your Consultant helps make lead generation your top priority, analyzes your situation to create and implement a marketing plan, and ensures your clients’ needs are well met through products, case development, and underwriting.

LET’S DO WHATEVER IT TAKES TO MAKE SURE YOU SUCCEED.Unlike many FMOs, Asset has Product Specialists whose only job is to understand the ins and outs of everything we carry. We address advanced markets, such as complex life insurance cases or multiple-policy business needs. And our legacy planning specialist can co-present and help you write more business.

LET'S KEEP CLIENTS LOYAL TO YOU.Asset has a comprehensive system to strengthen existing client relationships, increasing referrals and opening the door to professional partnering opportunities.

> LEADING THE WAY: Every lead generation campaign is measured and reported, from RSVPs to appointments.

> EVERYBODY WINS: Move from where you are to where you want to be. In the past 15 years, Retirement Advisor magazine has named several Asset advisors its “Advisor of the Year,” with more placing in the top four.

LET US SUPPORT YOU.

“We’re on the grow. Like you, at our core, we’re a service company. Every day, we strive to be the most professional and responsive FMO you’ve ever dealt with. We are open and

transparent with everyone who deals with us, fostering a welcoming community of advisors who fit our unique culture. It is this continuously evolving culture of sharing and caring that started with my father and that, still today, truly sets Asset apart. It’s about choosing the right people to work with. All we ask is a chance to show you what a difference our people can make. There’s no limit to what we can do. Together.”

Asset has 20+ years of success partnering with advisors just like you. Our legacy of excellence in people, products, processes, and performance originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.

LET’S GROW TOGETHER.

Jennifer Metcalfe-SchendelPresident & CEO

REMARKABLE ROOTS: With 20+ years’ experience and a staff of highly qualified professionals, Asset has placed more than $10 billion in premiums since its inception.

FASTFACTS

FASTFACTS

It’s your Asset Business Consultant’s job to coach you to make the best use of our many products and services. Your Consultant helps make lead generation your top priority, analyzes your situation to create and implement a marketing plan, and ensures your clients’ needs are well met through products, case development, and underwriting.

LET’S DO WHATEVER IT TAKES TO MAKE SURE YOU SUCCEED.Unlike many FMOs, Asset has Product Specialists whose only job is to understand the ins and outs of everything we carry. We address advanced markets, such as complex life insurance cases or multiple-policy business needs. And our legacy planning specialist can co-present and help you write more business.

LET'S KEEP CLIENTS LOYAL TO YOU.Asset has a comprehensive system to strengthen existing client relationships, increasing referrals and opening the door to professional partnering opportunities.

> LEADING THE WAY: Every lead generation campaign is measured and reported, from RSVPs to appointments.

> EVERYBODY WINS: Move from where you are to where you want to be. In the past 15 years, Retirement Advisor magazine has named several Asset advisors its “Advisor of the Year,” with more placing in the top four.

LET US SUPPORT YOU.

“We’re on the grow. Like you, at our core, we’re a service company. Every day, we strive to be the most professional and responsive FMO you’ve ever dealt with. We are open and

transparent with everyone who deals with us, fostering a welcoming community of advisors who fit our unique culture. It is this continuously evolving culture of sharing and caring that started with my father and that, still today, truly sets Asset apart. It’s about choosing the right people to work with. All we ask is a chance to show you what a difference our people can make. There’s no limit to what we can do. Together.”

Asset has 20+ years of success partnering with advisors just like you. Our legacy of excellence in people, products, processes, and performance originated with our founder, Rick Metcalfe, the first to seize the opportunity to help independent advisors out-perform their own expectations.

LET’S GROW TOGETHER.

Jennifer Metcalfe-SchendelPresident & CEO

REMARKABLE ROOTS: With 20+ years’ experience and a staff of highly qualified professionals, Asset has placed more than $10 billion in premiums since its inception.

FASTFACTS

FASTFACTS

LET’S TAKE ACTION NOW. TOGETHER

888-303-8755ASSETISMARKETING.COM

Go all in. Join our culture of sharing. Get effective marketing, tools, processes, advice, and support. And get from where you are—to where you want to be. Contact your Asset representative today.

© 2017 Asset Marketing Systems Insurance Services, LLC. All rights reserved. For financial professional use only.

LET’S TAKE ACTION NOW. TOGETHER

888-303-8755ASSETISMARKETING.COM

Go all in. Join our culture of sharing. Get effective marketing, tools, processes, advice, and support. And get from where you are—to where you want to be. Contact your Asset representative today.

© 2017 Asset Marketing Systems Insurance Services, LLC. All rights reserved. For financial professional use only.

Driving Advisor PerformanceAnnuities • Life • Retirement

Asset Marketing Systems15050 Avenue of Science, Suite 100San Diego, CA 92128

888-303-8755

ASSETISMARKETING.COM

ASSET HAS AN ACTION PLAN FOR YOU