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At Quantum, we’re always seeking out more ways we can help our financial advisor partners grow their practices, garner more success, and achieve a higher level of satisfaction with their chosen career path. Most of our value-adds are complimentary—some of them have a cost attached. In all cases, we do our best to vet the programs we provide access to before we offer them to you.

 

Here are six things we offer to our advisor partners that you might not know about:

 

1) Annuity Rate Watch through Advisor HQ

 

Advisor HQ is our online platform where our partners can submit client applications, follow their progress through the system, track their payments, upload required documents, and more efficiently conduct business.

 

Now, we’ve added another thing you can do through Advisor HQ—we’ve added Annuity Rate Watch, free to all of our advisor partners. Annuity Rate Watch allows you to quickly access up-to-date research about annuities in real-time—including best performing FIAs, state specific searches, performance charts, fees, commission rates, and much more. And while this does not replace our custom case design service, it is an easy way for you to collect some research data about what you might want to include in a client’s custom plan.

 

2) Dan Allison Exchange Platform

 

We can’t overstate the popularity of Dan Allison’s referral training that we hold several times a year at Quantum’s Scottsdale headquarters. Now, Dan is offering a subscription-based service called “The Exchange.” For $99 per month, a membership subscription provides access to:

 

  • Comprehensive courses designed to enhance your knowledge and skills in client acquisition, relationship building, referrals, and practice management.
  • Regular “Ask Us Anything” calls with experienced industry leaders who provide guidance, support, accountability, and advice on specific challenges.
  • Direct access to industry experts and consultants directly to answer questions and help you through your challenges.

Dan invites you to join a thriving community of financial advisors where you can connect with peers, share best practices, and gain valuable insights from industry experts: Sign Up

 

3) Business Owner Leads

 

PT Services Group works with advisors who seek to engage with business owners and decisions makers to discuss qualified plans, executive compensation, and business succession planning. This specialized lead-generation firm utilizes your specific messaging in a direct fashion to get your foot in the door and then help you to widen the options. They are skilled at setting appointments for advisors, whether you are affiliated with a broker dealer, working as an RIA, or as a hybrid.

 

Business owners must account for at least 20% of the advisor’s book to participate, and ongoing advisor training is provided. PT Services manages all prospect nurturing during appointment process and the advisor receives a DISC Assessment Personality Profile of each prospect. There is a $2000 set up fee plus a $2500 monthly retainer, paid month to month with no contract. You can expect a minimum of three appointments per month.

 

4) Estate Doc Pros Powered by Quantum

 

Some of your clients may need a simple estate plan, as they have a relatively simple scenario not requiring unusual trusts or customized legal help. Now, you can offer an estate planning platform yourself with the Estate Documents Pro, powered by Quantum platform. This unique software platform has been providing estate planning to tens of thousands of clients in all 50 states for over a decade and may work for some of your clients1.

Providing an estate planning platform may help you retain your clients as America goes through the great wealth transfer that will happen during the next decade or more, and may help protect your clients’ extended families’ hard-earned assets from probate court. Watch this video to learn more about it:

 

Why You Should Add An Estate Planning Platform Offering to Your Practice

 

As an EDPQ licensee, your subscription may help provide a differentiator at your fingertips. This web-based interface can help you set up these estate planning components1:

 

Revocable Living Trust
Income Only Option
A/B Trust Option
Spendthrift Provisions
IRA “Look-through”
Optional Sub-Trust for Children
Certificate of Trust
Last Will & Testament
24/7 Account Access
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directives
Online Funding Kit
Unlimited Funding Letters
Online Document Vault*
Unlimited Updates & Changes*
Unlimited Restatements*

 

Become a licensee of EstateDocsPro.com through Quantum so that you can offer an estate planning platform to your clients! Call us and ask us for your code.

 

1 Each person’s legal situation is different, and complex situations may require legal advice and representation. The Estate Docs Pro, powered by Quantum platform is not a law firm and does provide legal advice or tax advice, all users should consider reviewing their estate plan and estate planning documents with an attorney, accountant, or other tax and legal experts.

 

5) The Social Security Risk Score®

 

The Social Security Trust Fund, which pays retirement benefits, is projected to run short of funds by 2037. To make things worse, by 2032, Baby Boomers will make up only about 20% of the voting age population in the US, down from nearly 50% in 2016. Soon Millennials and Gen Z will have a BIG majority, just before the fund is projected to run short.

 

At Quantum, we offer a subscription service to The Social Security Risk Score Assessment© platform.

We believe your clients should know their Social Security Risk Score. Call us at 800.440.1088 to learn more—subscribe through Quantum and save 66%!

 

6) Medicare BackOffice®

 

Medicare Open Enrollment runs from October 15 – December 7. If you target people approaching age 65 or older, providing Medicare plans may help you stay engaged with your client roster! Now they may be able to seek help right from your website. Ask us about the value-add service we offer called Medicare BackOffice®, available free through Quantum.

 

 

 

These are just some of the value-add services we offer to help our advisor partners. If you would like to discuss these or any of the other client acquisition programs we have available, please call Quantum at 800.440.1088!

 

 

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