We need you to fill out the client fact finder (3 minutes) and to schedule an appointment with the client (2 minutes).

That’s It - We Do the Rest of the Work for You!

Here is the typical process we go through to complete a PAT case....

1. First, identify the correct prospect (couple over 52 years old, income > $100,000 and a desire to grow part of their retirement plan income and estate tax free for the heirs.
   
   
2. Then take your client to the Pension Asset Transfer web site for an introduction to the PAT Plan. After reviewing the site, complete the fact finder and set your next appointment to review their personalized presentation. 
   
   
3. We will then send you a personalized “PAT” presentation kit based upon the information provided in the Client Fact Finder. We will introduce the client and you to our proprietary and proven PAT Plan via a teleconference call with the expectation that there will be another meeting to close the case.
   

4. At the second meeting we will present the personalized PAT Plan to the client and you again.. We will answer all questions and you should be prepared to take a life insurance application and start the underwriting process.

Over the past ten years, we've been through this process hundreds of time and have spent over 5,000 hours getting clients to this point...

You can spend 5 minutes introducing us to your clients and prospects.  And together, we can help your clients save hundreds of thousands of dollars in taxes - and make a lot more money for ourselves!

Want more detailed information on the PAT process? Click here.