The finance industry covers a wide range of services and consumer needs. Some of the primary functions of the financial sector are: retirement planning, debt counseling , debt consolidation, estate planning, education funding, business health plans, employee and executive benefits, traditional and alternative investments, income-based strategies and counseling, securities, and more.

• Financial Advisor/Broker: Do you work with any of the 529 Plans for your state? Many younger hero families look to the future of their children and need some guidance from a knowledgeable and supportive advisor. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• Did you know that a number of our heroes supplement their retirement plans buy purchasing stocks and/or mutual funds? These honorable men and women need an advisor to assist them in making the best decisions for their future. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• Many heroes would like to begin investing their hard-earned money, and they deserve a professional and collaborative advisor/broker to guide them through the process. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• If there’s anyone who has earned a secure financial future, it is our heroes. Let’s make sure they get the financial services they need. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.

• Many Veterans do not want to rely solely on their retirement benefits, so they are looking for a trustworthy advisor/broker to help secure their futures. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• A Soldier in a combat environment can earn up to $625 EXTRA a month. That’s $7,500 after a standard 12 month deployment.(Imminent Danger Pay:$225, Hazard Duty Pay: $150, Family Separation Allowance: $250) Can you help them invest those savings wisely? We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• The military offers bonuses up to $40,000 for new enlistees! That’s a young man or woman under 20 years old with more money than they’ve ever had in their life. Can you help them handle this new income intelligently? We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.

• The average annual retirement cost per household is $40,938. The average retirement pay for an enlisted Soldier is $23,972. Can you help them plan for the rest of the money they’re going to need? We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• Did you know that many Veterans would like to ensure their children’s educational future and they need a good financial advisor to help them make the right choices. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• “Do you offer Veterans/Police Officers/Firefighters/EMTs/Teachers discounted services?” If no then: “By offering even a minimal discount our heroes you can increase your profile in the hero community.” We can help you reach more of your target demographic with Geo-Fencing and our targeting groups. If yes then: “We can help you reach more of your target demographic with Geo-Fencing and our targeting groups, letting them know you offer discounted services.”
• Our heroes need someone to help them start planning their retirement early on so that when they’ve hung up their capes they can live the comfortable lives they deserve. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.
• The pensions for newer teachers have decreased by 25% over the past decade and they need someone to help them supplement their retirement plans with individualized services. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.

Debt Counselor: For the service our heroes have provided our nation, they deserve a debt counselor who will have their best interests in mind so that they can live a more comfortable life. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups.

Debt information pertaining to our Heroes:

• Professionals, including Veterans, police officers, firemen, and EMTs are less likely to have huge debt, but may have multiple credit cards
• Teachers tend to have a high debt rate due to lower pay and long summer vacations
• Married military tend to accrue debt while on active duty because the spouse still needs to keep the household running
• Veterans, Police Officers, Firemen, EMTs and Teachers are more likely to use a debt counselor than use debt consolidation.

Estate Planners: Estate planning largely involves a lawyer or lawyers, but if there is a significant amount of liquid assets, such as investment and other financial accounts, a financial advisor will typically be consulted. In some cases, lawyers who specialize in estate planning will also double as financial advisors.

As a sales agent, your job is to help communicate the idea that there is a connection between the needs of our heroes and the services the advisor offers.

• Our heroes often contemplate the implications of death more than the general public, and for this reason they are more likely to hire someone to help them with their estate planning needs. We can help you reach more of your target demographic with Geo-Fencing and our targeting groups. As sales agents we are trying to help connect supportive advisors with the men and women who serve our country.