Looking for a business that services seniors and baby boomers?

Consider an exciting service that stands out in today’s marketplace.

What is the opportunity that Family Matters is offering?

Now you can represent and sell Family Matters’ services in your market area as a Distributor.  This is the only service of its kind being offered today. 

Through a unique process Family Matters researches, makes appropriate changes, and documents all of a client’s affairs.  In case of an emergency, including a death or need to move, every task is outlined in a single report.

A client’s estate is prepared to a level of detail that has never been addressed until now.  If a death occurs or a move becomes necessary, family members and/or you as their advisor have every detail documented.

Because of the comprehensive knowledge you gain throughout this process, your client will look to you as issues arise, which will make you a critical part of the family’s advisory team.  This puts you in position to provide other services in your market area or make meaningful referrals to other professionals. *

Family Matters services will significantly differentiate you, giving you a marketing edge.  Offering these services and gaining expertise in this field will provide significant opportunities for seminars, referrals from families and professionals and much more.

*To receive fees for other services, additional licenses may be required.

Here is what one financial advisor has to say about Family Matters: 

"The first of my clients to engage with Family Matters services had only asked me for some estate planning advice in the past.  The Family Transition Plan revealed another advisor and $700,000 that was in a checking account that the family was "meaning to invest" and they asked me to help them with that.  They are planning to have me manage the rest of their assets as well.  Most significantly, they gave me eight referrals for the Family Matters service and suggested I do a presentation at the church where their daughter sits on the board."   

We provide a two day Distributor Training Program to help you understand the entire Family Matters process.   We have more details we can send to you as well as scheduling information for the next training sessions.

NOTE:  We pay for referrals that become clients; if you know of someone that could use our services, be sure to send them our way.

Click on "Contact Us" on the left to request more information.