Building Personal Relationships
Our passion is to help families build a legacy of multi-generational wealth and take back control of lifelong cash flow. We help them through our advisor network, educating North Americans about financial stewardship.
Our Proprietary Online Tools are interactive
Child Millionaire
The Child Millionaire Calculator is a real time visual storytelling tool built on thousands of illustrations and formulas that tells clients a story of how to achieve long term financial goals for their children & grandchildren with Whole Life.
Wealth Access System
An interactive tool to illustrate opportunity cost and Whole Life strategies for High Net Worth individuals and business owners, without the baffling pages of numbers that illustration software spits out.
Making Cents of Crypto Game
Play a crypto investment simulator with your clients to show them that you have knowledge of and access to tools that relate to this nascent asset class.
Beans to Dreams
A commission calculator that can be used as a recruiting tool to demonstrate to potential new advisors in your firm how they can succeed within your organisation by getting clients to put as little as the equivalent of a cup of coffee a day into a Whole Life policy.
We Provide
Training on how to run a webinar. Complete with practice scripts, slide decks, Zoom Webinar access, software, consultation scripts, an automatic booking calendar and more.
This allows advisors to be able to meet with their whole warm market at once, and close 5 to 20 clients at a time.
Warm Market Webinar Marketing Services
Increase FYC by $50k
Be identified instantly as a participating whole life expert
Strategically attract high net worth whole life leads by creating a proven track record of success
Sell more whole life insurance (This is LifeTech’s obsession)
Increase passive commissions by targeting existing clientele
Get 10-15 client consults in 1.5 hours of work
Book on-the-spot follow up meetings
Ensure up to 50% of clients attend virtual seminars
Automatically have reminders sent to clients by email, phone, or text
Use our automated online virtual booking system
Get a list of attendees’ information organized in one place
Access powerful calls-to-action and irresistible offers for clients
Receive specialized training on hosting virtual seminars including a mock virtual seminar
Use our automated evaluation and feedback landing page
Get personalized help from an IT support staff member and LifeTech Assets team member before and during your virtual seminar
