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Το περιεχόμενο παρέχεται από το Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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
Το περιεχόμενο παρέχεται από το Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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 επεισόδια

Artwork
iconΜοίρασέ το
 
Manage episode 352879854 series 2895276
Το περιεχόμενο παρέχεται από το Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.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 επεισόδια

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