How We Help
Why ABN?
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ATTENTION: INSURANCE AGENTS
Earn More, Work Less, Enjoy Life.
Join ABN Financial and implement our plan to help you grow your insurance business and have a life with your family.
LET US HELP YOU GROW
Trying to Grow Your Life Insurance Business is Overwhelming
If you don't have a plan . . .
Revenue stalls or (worse) dips
You waste time and money chasing ideas that don't work
You guess instead of following a process
And that leads to sleepless nights and feeling constantly overwhelmed. We don't want that for you. The ABN Financial Group has given life insurance agents a process for growing revenue and get out of the weekly grind of trading time for money.
HOW WE HELP
Why Work With Us?
No other company, IMO, or agency has assembled the combination of products and services that will develop you from being a transactional life insurance agent just selling policies to survive to a trusted advisor that will help your client like no other agent can or ever has. You become their advisor for all their end of life needs and how to ensure all their assets are distributed to their beneficiaries, bypassing probate, in the manner they wish after they are gone. If they are a business owner, you will be the key reason for them to reduce their taxes by hundreds of thousands of dollars every year while diverting that money to enhancing their retirement situation leading to huge commission opportunities.No other company, IMO, or agency has assembled the combination of products and services that will develop you from being a transactional life insurance agent just selling policies to survive to a trusted advisor that will help your client like no other agent can or ever has. You become their advisor for all their end of life needs and how to ensure all their assets are distributed to their beneficiaries, bypassing probate, in the manner they wish after they are gone. If they are a business owner, you will be the key reason for them to reduce their taxes by hundreds of thousands of dollars every year while diverting that money to enhancing their retirement situation leading to huge commission opportunities.
TESTIMONIALS
What Our Team Members Say
Listen to what our team members have to say about working with the ABN Financial Team
Does the Business Work?
Check out one of our team's weekly paycheck leader board:
ABOUT ABN FINANCIAL
What We Are About
Here are some aspects of our program that should be important to you.
Tax Reduction Solution
Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential. If you are running a successful business, there is a high probability of over-payment. Some solutions include Defined Benefit Plans, Enterprise Risk Management, and Accelerated Property Depreciation just to name a few.
Capital Gains Planning
Proper planning and coordination with a variety of legal and financial professionals provides a fairly complex playbook to defend against capital gains and transfer taxation. It is common for a business owner or investor to take a reactionary posture when considering the sale or transfer of a highly appreciated asset.
Time is an issue and though it may not completely eliminate
all the plays in our playbook, it certainly restricts the majority of legal and financial structures commonly used to address these expenses. Giving our team 3-5 years notice allows the proper amount of runway in order to time, combine, and sequence a myriad of financial positioning to ensure maximum results are achieved.
There is no ‘one size fits all’ design here.
Business Growth Planning
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The Revocable Living Trust
Having a revocable living trust can be a great way to make sure estate plans are carried out in the manner you wish.
This type of trust gives clear instructions on where your assets should go, who should have access to them, and what will happen in the event of an unexpected illness or death.
It is important to note that it also allows you to modify or dissolve the trust if needed.
In addition, one could create a living will, a financial power of attorney, as well as other documents depending on your estate plan.
These can provide legal protections and peace of mind while you are still alive.
Ultimately, having a revocable living trust can provide clarity and security for those who want estate planning done ahead of time.
Here is a short video on estate planning: https://bit.ly/epdocsoverview
Living Will and Advance Directive
Let’s talk about how a living will and advanced directive are essential estate planning documents that every adult should have.
A living will is a document that allows a person to set out their wishes for end-of-life medical treatment, while an advanced directive appoints another person, such as a family member or healthcare surrogate, to make decisions on the individual’s behalf if they become unable to make such decisions for themselves.
Additionally, many estate planning attorneys also recommend setting up additional estate planning documents such as a revocable living trust and financial power of attorney to ensure all estate planning needs are covered.
Without these important estate planning documents in place, important decisions concerning healthcare and finances could be left in the hands of strangers or family members who do not necessarily understand or know what the individual would have wanted.
Learn more about this important aspect of estate planning from this short video: https://bit.ly/epdocslivingwilladvdirective
Financial and Healthcare Powers of Attorney
Another important aspect of our estate planning process is establishing a financial and healthcare power of attorney.
A healthcare power of attorney allows the person you designate to make decisions about your medical care if you are unable to do so due to an accident, illness, or other situation.
It is also important to have a financial power of attorney in place in order to ensure that your finances stay secure - this might be particularly useful if the person designated as your healthcare power of attorney also handles estate planning tasks such as bill payment.
With estate planning comes peace of mind, knowing that all possible scenarios are covered thoughtfully and deliberately.
Here is a short video on the healthcare power of attorney: https://bit.ly/epdocsfinancialhealthcarepoa
Our Exclusive AI Direct Transfer Lead System
Life Insurance Agents – Are you Sick of Dialing Leads That Suck? Has dialing out on crappy leads burned you out? Are you sick of hang ups and angry clients that are sick getting called over and over, burning up time and money on the phone? Are you sick of running in-home appointments in low income neighborhoods, only to get no-showed again and again? Have you ever dreamed of a way to sell over the phone effectively with clients coming to you? We have the right program for you. We have developed the best direct transfer final expense program known to mankind!
o No more outbound callout leads to buy, wondering if they will even pick up the phone.
o No more third party dialer program to buy.
o Spend all your time selling and closing.
Features of our program:
o You turn on the system when you’re ready to take calls and you turn off the system when you’re done – on your schedule, on your terms.
o No more dial buffer anxiety, wondering in 120 seconds if this call will be a potential client lead that you have to pay for.
The client is qualified three times confirming “Yes”:
o That they need a Final Expense Life Insurance program.
o That they want to talk to a license life insurance agent.
o That they have time NOW to take care of this.
Average wait time runs about 5 to 15 minutes between calls.
Retirement Planning Through:
School Teacher Retirement Reviews
and
Digital Estate Planning Seminars
School Teacher Retirement Review Preset Zoom Appointment System
If you are sick and tired of dialing leads, and doing small little premium policies, and grinding with no time with your family, then this is the perfect program for you. We set you up with preset appointments on your calendar to do retirement reviews with schoolteachers. We teach you how to run the 2-step appointment process and how to find the IUL and Annuity opportunities. You will write much larger premiums with policies that will stay on the books! Watch this short video overview of the system:
40 Pre-booked zoom appointments on your calendar per month (all no-shows are rebooked) advising teachers on their retirement.
Agent Runs Her First Appointment
Estate Planning Seminar System to Get You In Front of Clients with Assets
How it works
This program is designed to get you in front of clients with investable assets using the theme of estate planning. We have one of the top estate planning seminar systems to get you in front of 60 buying units per month that have investable assets in the neighborhood of $80 - $100MM. You will learn how to run a proven seminar that will lead the clients to a one on one meeting with you. When you close the client, you will make $500 for the estate plan, and then when the estate plan is completed you will book a final trust funding meeting to review all their assets to see if you can find ways to improve their portfolio.
Success Rate
The agent that is teaching his system booked seven seminars last year in St Louis and closed $16.8MM in annuities. He wrote 157 estate plans for another $78,500 in additional commission which more than paid for his marketing expenses of $36,540.
Commissions From First Seminar
More Agent Testimonials
Why Wait - You Cannot Afford Any More Delays To The Financial Future You and Your Family Deserve?
Contact Us Now!
Let's chat and find how we can help you find what you're looking for.
OUR VIDEO BLOG
FREE TRAINING & RESOURCES
How To Double Your Practice Working Less Hours
Here are samples of what you can learn to grow yourself which will grow your business!
Our vision is to make an impact in the world through providing the best financial, estate planning and tax planning services to our clients in order to maximize and add value to their lives.
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10564 Success Lane, Ste A,
Dayton, OH 45458
Monday-Friday: 08am-9pm
+1- 937-554-2693
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