Looking to optimize a life insurance solution? Take a disciplined approach.

Disciplined Advisor Network offers full-service consulting, sales and marketing services to qualified individuals and financial advisors looking to optimize fixed life insurance solutions. 

Pension Optimization

  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.  

Retirement Optimization

  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.  

Estate Optimization

  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.  

About us

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.  

"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.

Robert Strauss, JD

FOUNDER & CEO

Accountants Receive CPE Credits

Accountants inquire about hosting a live seminar or large screen webinar at your own firm, and receive CPE credits for any CPAs who attend.

Insurance Advisors

Highly qualified insurance professionals looking to optimize opportunities for their best clients may partner with End Point to offer POP, ROP and EOP. 

Begin by exploring our introductory Project containing videos and sample proposals for POP. Click below to join for free. Lifester was created by Disciplined Advisor Founder Robert Strauss, JD.

Contact

  

11 Forest Street, New Canaan, CT 06840

sales@disciplinedadvisor.com

+1 203 359 4990

  

Disciplined Advisor Network, Inc. BBB Business Review