The Managing Mentor Program

Insurance agents can no longer meet all the needs of today's retirees solely with life insurance based products. Retirees may need insurance planning, portfolio management, sophisticated financial modeling and proper estate planning to address their retirement needs.

An insurance license alone will not enable an agent to service the needs of wealthier retirees who find themselves needing $500,000 or more to maintain their standard of living. Yet, many agents enjoy their position and do not want to take on the additional education, expense, and responsibility of becoming securities licensed or a financial planner.

So what do you do if you're not ready - or not willing - to step into the spotlight as a registered investment advisor (RIA) or investment advisory representative (IAR) to another firm?

The answer is for you to become a part of a team and benefit from the services provided. As an Independent Trust Consultant, you will present a trust company’s services and share in the annual fees paid to them, in the form of a referral fee. Additionally, your Managing Mentor™ will be able to provide the planning and investment advisory services that your prospects and clients are seeking. (An independent RIA can become a Managing Mentor™ to our agents and share in their referral fees.)

Once you have become an Independent Trust Consultant, you will be assigned a Managing Mentor™ who will work with you on the financial planning and advisory services your clients need. The Managing Mentor™ has received specialized training in using the MCP Suite 2007 Professional software platform and is educated in the Minuteman Asset Management Program, so you are assured of thorough, consistent, and quality service.

Managing Mentor Program Brochure (PDF)

About Our 'Team' Approach:

• Agents Participating in this program must complete our EIA Specialist Course

• Registered Investment Advisors must complete our Personal Retirement Planning Specialist course to become a Managing Mentor™.

• All participants must become Independent Trust Consultants® and abide by program guidelines.

Ready to learn more? Register Here to view Program Details .