Disciplined Advisor Network offers full-service consulting, sales and marketing services to qualified individuals and financial advisors looking to optimize fixed life insurance solutions.
Give your clients control over the way their pension and profit sharing plans are taxed, so the money they think they have, turns into money they can actually spend. The Pension Optimization Plan turns taxable RMDs into tax-free income efficiently.
Offer your clients an alternative to qualified plans that are subject to uncertain tax treatment at retirement. The Retirement Optimization Plan creates leveraged tax-deferred growth combined with tax-free income and tax-free death benefit.
Help your high net worth clients transfer wealth with tremendous efficiency using carefully planned, closely monitored, premium financed life insurance strategies. The Estate Optimization Plan also uses a short exit strategy to reduce risk.
Disciplined Advisor Network offers all the sales and marketing support required to successfully present, implement and administer some of the most powerful pension, retirement and estate planning strategies that utilize fixed life insurance products. Our goal is not to break new ground, but to optimize each and every client's opportunities based on well-established economic and legal principals. Our Pension Optimization, Retirement Optimization and Estate Optimization Plans offer a simple framework upon which the most sophisticated plans can be tailored.
"After more than 30 years selling life insurance, I am even more excited by the opportunities that exist today to help people achieve their business, retirement and estate planning objectives."
"At Disciplined Advisor, our goal is to work with successful individuals and their financial advisors as a team to ensure they receive the most efficient solutions delivered in the safest manner possible.
FOUNDER & CEO
Accountants inquire about hosting a live seminar or large screen webinar at your own firm, and receive CPE credits for any CPAs who attend.
Highly qualified insurance professionals looking to optimize opportunities for their best clients may partner with End Point to offer POP, ROP and EOP.
11 Forest Street, New Canaan, CT 06840
+1 203 359 4990