Team up with Premier Capital Management, Inc.
to provide full service financial planning and get the
highest payout guaranteed!

Attention CPA’s & Attorneys!

The financial industry is changing.  CPA’s and Attorneys in California, for example, are now allowed to provide financial services to their clients; however, being an independent business person, you know how important it is to protect the reputation of your practice. 

At Premier Capital Management, Inc. (PCM) we can support you in your endeavor to provide the highest quality of service without giving up independence or control.  Our focus is to provide you with the tools you need to meet both the personal and business financial planning needs of your clients. 

- Create a book of business from your existing client base with a potential to gross a six figure residual and trail annual income.

• Use your existing client base to offer services that your clients need and would rather accept from an already trusted advisor.

- We are a full service, independent financial planning firm.  We will train you:

• Classroom type tutorials to pass securities and/or insurance exams.
• If you are not already approved to conduct insurance business in the State of California, we will assist you in getting licensed, as well as provide you with affordable errors and omissions insurance.
• We provide ongoing training in the areas of insurance, securities, estate planning, and product knowledge.

- You Don’t Have Time for Paperwork: We Come to You!

• We provide full back office support in processing paperwork
• For CPA’s, we can even provide a licensed representative to assist in answering questions and helping clients with paperwork during tax season at your office location.

 - You can start providing your clients with financial services, all under one roof. 

 - Work with a firm that believes that the most appropriate products for your clients are the ones that are best fitted to their specific financial situations, and not the ones with the highest commissions.

- Your clients remain your clients – we will not solicit or approach your clients without your knowledge and approval – GUARANTEED, IN WRITING!

When you sell life insurance and annuities, there are several factors you should consider:

Quality of Product – PCM offers only “A” to “A+” rated products.  Safety is everything in this industry.

Clients with Health Risks – with dozens of companies to choose from and personal relationships with underwriters, PCM will obtain the most favorable rating available.  Also, since we are independent and not a captive agency, you can provide objective recommendations.

Compensation – PCM offers the highest compensation contracts in the industry on one time commissions and trails and renewals. You deserve to get paid well for your time and efforts.

In-House Support – PCM’s in-house support staff will track your life and annuity cases from start to finish, including ordering medical reports and keeping you informed of any additional underwriting requirements.  This will greatly free up your valuable time.

Whether you are licensed or not, call or email us for information on:

• Becoming insurance and/or securities licensed.
• The future of financial planning.
• How you can make $10,000, $20,000 or even $50,000 in monthly trail and residual income

Email Jack for more information at: jackgelnak@pcmfinancial.com