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.

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.

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!