West Des Moines, IA (PRWEB) August 11, 2008
Most business owners do not know what their businesses are worth and have no exit strategy. That's about to change thanks to an innovative solution provided by Davis Life Brokerage, a national insurance marketing organization. The Business Owner Marketing System (B.O.M.S.) provides insurance agents and financial advisors with the training and resources to serve the needs of business owners and high value clients.
The system was developed by Davis Life Brokerage leveraging their proven field experience and the expertise of their in-house actuary, their eight in-house underwriters and additional legal expertise.
"We are not aware of any system available to agents or advisors that has this type of comprehensive approach and offers agents the ability to provide business owners and high net worth clients with a complete plan that includes documents that have a thorough legal review," said Trent Davis, co-owner of Davis Life Brokerage.
The system provides customized, professionally designed business and estate analysis documents with recommendations and reviews prepared by a qualified attorney. It allows the agent or advisor to present their client with a bound, customized proposal with plan design, federal tax law review and appropriate product recommendations specific to their client's situation.
Davis Life is piloting the B.O.M.S. program with a select group of insurance and financial professionals. Those selected receive training on how to acquire the information for their unique "fact finder" and also how to make the presentation to the client.
The system is unique because it brings together all the elements needed to serve the specific needs of a high value client. It is a complete package and includes lead sources, prospecting tools, and client presentations.
The system also includes resources for: Business Exit Planning, Business Valuation, Charitable Giving, Estate Analysis, Pension Planning, and much more.
To learn more, visit http://www.davislife.com/BOMS/ or call Davis Life Brokerage at 800-747-5612.
About Davis Life Brokerage
Based in Des Moines, Iowa, Davis Life Brokerage is a full services wholesale insurance brokerage for top insurance professionals through the United States. They have been serving independent life and annuity agents for more than 25 years. They continue to forge long-lasting relationships by using a one-on-one approach and working directly with only premier companies. Davis provides the utmost in reliable service and sales strategies, along with a comprehensive array of financial products including life insurance, annuities, tax advantaged programs, actuarial services and advanced estate analysis/wealth transfer strategies.