Solutions
The Producers Firm offers comprehanesive solutions to all of your fincancial and insurance needs.
Wealth Preservation Data Collection Process©
Any good plan starts with the data. We have prepared a data collector that not only acquires that data but also helps to isolate the prospects clear and present financial fear.Legacy Rescue Plan™
A proprietary plan designed by elder law attorney George Guertin and Jody Goss which encourages proper gifts or transfers to protect these from Medicaid spend down. This plan includes a presentation, workshop and unique delivery package.Life Legacy™
A presentation designed to encourage the use of life insurance to help parents, "spend their kids inheritance and have them love you for it."Income Max™
IRA Max™ These two programs are designed to help individuals maximize the dollars distributed from retirement accounts. As a result of retirement being some 20-30 years the need for assets to maximized is greater than ever before.Annuity Max™
Most annuities are passed on to the name beneficiaries creating significant income and potential estate taxes. The Annuity Max™ can help to significantly reduce this. The plan includes a advertizing program, report and workshop.Life Portfolio™ / Family Forum©
When determining the difference between one advisor and another a prospect will often make their determination on who they trust and respect as well as who has a greater value proposition. The Life Portfolio™ and Family Forum© are designed to increase YOUR value proposition. The Life Portfolio™ is a customized data collection vehicle that helps prospects and clients compile their life's story, the intangibles as opposed to the material assets. These tools have been invaluable in forging new client relationships.© 2008 The Producers Firm, a JE Goss LLC company.
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