Get To Know Us
We understand the world the Producer lives and works in is a jungle; it’s getting more and more complicated – not less. Between growing a sales-driven business, keeping up with trends, tax code and other changes – to managing a growing onslaught of paperwork, administration, and suitability; it can be a daunting challenge!
The “daily canvas” we draw upon to measure our success is a simple question – Did we do our best today to help our producers grow, navigate, excel, get paid, stay out of trouble and service their clients – in their world?
Our Mission: Being in Relationship
It’s simple – we want to BE in relationship with you… we think in the long run it’s the only way to do business. It’s true you can settle for being little more than a transaction with others, but where is the magic in that? It’s simply not a fun and satisfying way to do business – for you or us!
The center of our universe, or as we like to say our “gravitational pull” is the fulfillment of three vital needs we believe most top advisors have:
- Growth-oriented sales and marketing tools and systems
- Access to extreme technical knowledge and assistance
- A committed, intuitive, highly-trained “back-office” support staff
To give our advisors an edge, we spend a great deal of time and effort looking for and providing tools and systems that are currently being used by our top advisors – whether it’s seminars, mail, or personal coaching.
Our best-of-breed technical service team includes a CLU, a CPA, our own Suitability Officer, a Premium-Finance expert and an accredited IRS Enrolled Agent – ALL just a phone call away.
We have what we call “Income Architects” (IA) – highly-trained and sought after industry veterans that understand the art of income planning, illustrating and presenting. Our IA’s are backed by a “bench” brimming with seasoned income case design analysts and support professionals. No phone menus or auto attendants at American Financial!
We would be honored to be in relationship with you. Please call us toll free at 800-880-3072.
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