Discover how you can find and close high-quality clients and prospects on a regular basis
Get More Client and Prospect Assets
We built our program to help you sell more.
• More Annuities • More Life insurance • More AUM
We have a proprietary planning software that helps you get more assets more often from perspective clients as well and existing clients.
It is built on our trade marked philosophy:
Losses Hurt You More Than Gains Help YouTM
As your Clients and Prospects leave the day-to-day workforce and begin their adventure into retirement, life changes, their goals change, and their source of income changes.
- Your clients no longer have a paycheck to depend on.
- They must live on the money saved over their lifetime.
- During the tech and housing collapses retirement fund dropped 50% or more. Could your clients afford to have 50% less in their retirement paycheck or have to come out of retirement?
- That’s why Losses hurt so much more during retirement.
Learn how to gather more assets from High-Quality Prospects by leveraging our proprietary planning software and our investment philosophy!
BHFM has helped me build a business where I don’t have to worry about where the next lead is coming from. They teach you how to build a successful practice that makes money even when you’re not there!
Using the Money Now Campaign, I was able to close a case for over 2M! Leveraging the Longevity software and risk graphs, I was able to put an income plan together that made it easy and did all the work. I look forward to continuing to work with BHFM on my next client.
Three years ago I was on my way out of this business. Then I met Scott with BHFM. That meeting changed everything. Thanks to his program, I now have a strong, thriving business and I’m even in the process of expanding.”