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Контент предоставлен Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Phil Graham, CEO and Creator of The Beneficiary Liquidity Plan® Delivers Money To Beneficiaries When It’s Needed Most

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Manage episode 352879854 series 2895276
Контент предоставлен Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales.
At BLP, we bring innovative products and distribution onto modern financial planning platforms. We refrain from disturbing or disrupting an advisor's current product and marketing relationships, including their IMO, RIA, and Broker-Dealer. Instead, we hyper-focus on single products to solve specific needs for the advisor and their client. For example, our core product is an exclusive Beneficiary Liquidity Plan® that gives the beneficiaries access to funds within 24-48 hours after the insured's death. This product monetizes the advisor's current client relationships, and more importantly, the liquidity event significantly increases the advisor's ability to maintain control of the assets to the next generation. In addition, our BLP online Playbook allows us to create a hassle-free implementation and generate significant revenue for the advisor in as little as two weeks. We also support some of the largest IMOs and insurance companies with the fulfillment of our proprietary Beneficiary Liquidity Plan®.
Learn More about BLP and Phil Graham by visiting their website here: https://www.blpinfo.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 эпизодов

Artwork
iconПоделиться
 
Manage episode 352879854 series 2895276
Контент предоставлен Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales.
At BLP, we bring innovative products and distribution onto modern financial planning platforms. We refrain from disturbing or disrupting an advisor's current product and marketing relationships, including their IMO, RIA, and Broker-Dealer. Instead, we hyper-focus on single products to solve specific needs for the advisor and their client. For example, our core product is an exclusive Beneficiary Liquidity Plan® that gives the beneficiaries access to funds within 24-48 hours after the insured's death. This product monetizes the advisor's current client relationships, and more importantly, the liquidity event significantly increases the advisor's ability to maintain control of the assets to the next generation. In addition, our BLP online Playbook allows us to create a hassle-free implementation and generate significant revenue for the advisor in as little as two weeks. We also support some of the largest IMOs and insurance companies with the fulfillment of our proprietary Beneficiary Liquidity Plan®.
Learn More about BLP and Phil Graham by visiting their website here: https://www.blpinfo.com/
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

116 эпизодов

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