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Financial Advisor Toolbox

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The Virtual Assistant provides unlimited access to a complete library of financial tools and support materials. It supports producers regardless of their practice specialty, distribution channel or career stage; consequently, it is, of necessity, a very broad product. It is in essence a huge interactive library and, like a library, you will never use all the "books." The Quick Guide below is designed to help you quickly identify the areas of the VSA that will be of most potential benefit to you. Simply roll your cursor over the topic for a brief "pop-up" overview of the content and/or click for additional information on the content in that section.

Introduction Videos:

Email Marketing:

Newsletters and Brochures:

Prospecting and Approach:

Calculators and Presentations:

Business Organization

Training and Motivational

Client Building:

Advanced Markets/Reference:

Other Resources:

The Virtual Assistant

Everything you need to operate a financial practice at your fingertips.

  • Access from any computer
  • Available 24/7/365
  • Free 30 day trial period
  • No commitment
  • Only $23.95 per month, see discounts
  • Full access to all tools & resources

Testimonial: I use VSA documents in everyday prospecting and information for me, my agents and my clients. It makes it easier for me to express my professionalism because I don't have to worry about the information ever being out of date! by Rob Wolford, LUTCF, FSS