Super Charge Your Referral Marketing

For most insurance, investment and financial services professionals, leveraging trusted centers of influence to provide warm referrals is the best way to grow business.

How It Works

Provide Prospects & Clients an Objective Second Opinion™ ›

Facilitate Connections Among Your Network ›

Address Deficiencies Identified by Prospects & Clients ›

Provide Prospects & Clients an Objective Second Opinion™ ›

Facilitate Connections Among Your Network ›

Address Deficiencies Identified by Prospects & Clients ›


Instead of leading with insurance, investments or financial services, you simply market your white-labeled, technology driven Objective Second Opinion™ to your prospects, to your clients with whom you’d like to do more business and to your centers of influence. Your technology driven Objective Second Opinion™ allows you to change the conversation which underscores the real value you add to your prospects and clients lives.

NEXT ›

Provide Prospects & Clients an Objective Second Opinion™ ›

Facilitate Connections Among Your Network ›

Address Deficiencies Identified by Prospects & Clients ›

 

Our patent pending Objective Second Opinion™️ technology facilitates connections among the other professionals within your network. When a prospect or client pursues an Objective Second Opinion™, they are provided a review of their overall financial picture - including their cash reserves, estate plan, investment allocation, risk management and other areas that affect their financial well-being.

NEXT ›

Provide Prospects & Clients an Objective Second Opinion™ ›

Facilitate Connections Among Your Network ›

Address Deficiencies Identified by Prospects & Clients ›


Your white-labeled, Objective Second Opinion™️ is a sophisticated, technology-driven, needs analysis tool. Prospects and clients self-identify deficiencies that may require the immediate attention of a professional like you. That’s a powerful filtering tool!

NEXT ›

How It Works

Provide Prospects & Clients an Objective Second Opinion™ ›

Facilitate Connections Among Your Network ›

Address Deficiencies Identified by Prospects & Clients ›

Provide Prospects & Clients an Objective Second Opinion™ ›


Instead of leading with insurance, investments or financial services, you simply market your white-labeled, technology driven Objective Second Opinion™ to your prospects, to your clients with whom you’d like to do more business and to your centers of influence. Your technology driven Objective Second Opinion™ allows you to change the conversation which underscores the real value you add to your prospects and clients lives.

‹ BACKNEXT ›

Facilitate Connections Among Your Network ›

 

Our patent pending Objective Second Opinion™️ technology facilitates connections among the other professionals within your network. When a prospect or client pursues an Objective Second Opinion™, they are provided a review of their overall financial picture - including their cash reserves, estate plan, investment allocation, risk management and other areas that affect their financial well-being.

‹ BACKNEXT ›

Address Deficiencies Identified by Prospects & Clients ›


Your white-labeled, Objective Second Opinion™️ is a sophisticated, technology-driven, needs analysis tool. Prospects and clients self-identify deficiencies that may require the immediate attention of a professional like you. That’s a powerful filtering tool!

‹ BACKNEXT ›

Watch this Video to Learn More

Start using your white-labeled, technology driven Objective Second Opinion™ to drive growth today.

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