Advisor Resources & Tools

This is an ever-evolving industry, and you need to be prepared for anything, and TWH has you covered!

A Proven Process

Success in this business happens when you can create consistent and predictable results with definable and repeatable outcomes. Our process helps you to do just that. It includes everything you need to achieve desired outcomes for clients. It helps you clarify client expectations and convert more opportunities. It is based on the simple premise that people, as a rule, don’t buy products they solve problems. When you help people solve real problems you become a valuable resource. TWH helps by providing you with the tools to help your clients address real problems with sound solutions. If you want to create definable and repeatable results and increase your client conversions and revenue you need a process. Let TWH show you how this process works, and you be the judge of what it can do for you and your business.

Sales Tools

Income Planning

One universal question for retirees with saved assets is; how long will their money last. We offer an easy-to-use tool that illustrates income scenarios to answer that question with a built-in prospecting tool.

    Estate Planning

    We offer an online legal tech platform that advisors are using in all 50 states to help their clients create a properly funded estate plan and identifying additional sales opportunities.

      Indexalyzer

      Is the state-of-the-art annuity illustration tool for back testing and real-world projections as well as the tool successful advisors use for annual reviews.

        Lead Funnels

        We offer 2 types of digital marketing lead funnels all for you.

        • The first is to generate leads for a variety of needs complete with a CRM for less than $1,200 monthly all in.
        • The second type is to fill workshops and seminars. Our advisors are filling venues for less than 1/3 of the traditional mailing programs.

          Client Oriented Selling Tools

          We offer a series of successful field-tested tools to help you in your one-on-one client meetings whether they are in person, over Zoom or in a seminar setting. We have the following;

          • Scripted Presentations with PPT’s for FIA, Life and LTC
          • Fully scripted and illustrated 2 Appointment Process
          • Seminar PPT’s with scripts in English and Spanish on a variety of topics.
          • Successful Seminar Marketing coaching based on over 10,000 events.

            Marketing Support

            Joint Work

            We will join you on a Zoom presentation or present with you at your educational workshops or seminars without you having to take a haircut on compensation.

              Goal Setting

              We have a very simple system developed by a producer who used this system to set realistic goals and achieve them. Using this system he went from $100,000 in compensation to over $1,000,000.00.

                Sales Training

                We offer group training as well as one-on-one training for the following;

                • Building a Marketing Plan
                • Identifying your Ideal Clients
                • Products
                • Prospecting
                • Digital Marketing
                • Sales Tools
                • Presentations
                • Starting Conversations
                • Overcoming Objections
                • Closing
                • Many More

                  Business Evaluation

                  When you join TWH we will evaluate your current business and marketing plans, or help you develop them, so you can integrate new tools and techniques into your current business to help you increase your sales during your first 90 days.