My Financial Practice

Exclusive Referral Network


MFP - Sell Life and Annuities with College Planning

Sell More Life Insurance
Sell More Annuities
Add More Financial Clients

Our Niche' Solution!

Focus on what prospects want done now and dovetail their immediate need with your long-term products and services.  What is their immediate need?  What is their top financial concern?  For 86% of parents in their 40’s and early 50’s with children in high school it’s late-stage college planning.

Time for a Change

If you are tired of using those old, worn out approaches that have never really worked very well; or, if you feel stuck in the incredibly competitive health or senior market and would like to move into the more lucrative life and annuity business, perhaps it’s time for you to make a change and improve your bottom line.

Adding Life & Annuity Clients

Learn how easy it can be to use late-stage college planning to establish relationships, build trust, sell life and annuity products, as well as secure long-term financial clients.  Not 529 plans and not saving ‘for’ college, but rather saving ‘on’ college by using your life and annuity products to help families.

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Exclusive Referrals

Built In Urgency

Turn-Key System

Increased Production

Immediate Results


We are the exclusive referral distribution partner for one of the nation’s largest for-profit charities focusing on preparing and paying for college.

There's No Need for you to become a college planner to participate!

All referrals are delivered in real-time and are protected by an exclusive zip code-driven marketing territory.

More about how it works and answers to your “what’s in it for me?” question.

Our Average College Planning Client

Additional Benefits to You

No Need to Move Contracts
No More Buying Leads or Lists
No per Referral Cost