Endorsements
by the dozens!! Here
is why 10,000 financial advisors are using the VSA!!
Click
here for a 30 day free look!
(Click here
to see what BGA's, IMO's, GA's, managers, trainers, recruiters and home
offices say.)
I used VSA
material while
interviewing a business owner about estate planning and taxation. As a
result, I was able to $500,000 with more business to come. Without
the VSA, I'm just another insurance man instead of an insurance
professional.
|
Thanks. You have a great program!.
Bill
W CLU, ChFC, CSA
The VSA
gets BETTER and BETTER. Bob
T.
|
RESERVED FOR MORE
COMMENTS
FROM OUR WONDERFUL SUBSCRIBERS!
|
| Thank you! You have a
really great program here! I am really impressed with the
breath
and
depth of this program! And you've got it priced affordably I
was a
Back Room Technician user but the cost was getting prohibitive.
I feel
that VSA is better in many ways! Thanks again! Harold L |
Very
powerful set of tools and
information. A great asset to any practice!
Ken D
Very
impressed with the VSA ... powerful
and
informative, certainly
will make my life easier and more productive, 'CUDOS!' Stan L
|
Thanks, Bill.
I find your
website indispensable. Lee F.
Finally,
your
site/service is the best investment I have ever made in my
business.
And it just gets better and better! Keep up the great work!
Frank
B.
|
VSA is an excellent tool
- when I
use it I kick myself for not using it more
consistently (something about recreating the wheel,
etc). The
forms that
are included provide a great foundation to accomplish various
tasks. Thomas C., CLU, ChFC
|
I am working on
a $5
million dollar buy-sell
agreement. Everything that I know I have learned from the VSA.
|
You
guys are super in in your
program design and in helping us neophytes get started. I
would
recommend you to anyone!
William W |
I believe an
agent at any
stage
of their career can benefit from VSA. I have my
field reps
subscribe
so
they can deliver information & sales ideas
provided by
VSA as
value added to the independent agencies they serve. I like
how
comprehensive it is
including: marketing, newsletters, factfinders, sales presentations,
tax
learning center, specimen documents, business & time
mgt.
tools
Joe R CLU, ChFC
|
I
have been a subscriber and find the program useful. As you can see at
the
bottom of my email I post the website they give as part of the program.
I also
find the newsletters they produce as well as the emails they send.
I think it is a valuable
tool and recommend it.
Richard E CLU,ChFC,CLTC
|
I
think that VSA has enough information and resources to be of
benefit to
anyone in insurance....whether 10 weeks or 20 years. The
information is well organized, easy to find, and user friendly when it
comes
time to print it out for support in a presentation. Keep
up the good work.
Bill
|
I
send a presentation for
various purposes to every prospect I meet regardless
of if
they buy at
that time or not. The valuable information in the VSA is powerful in
making
them think about their needs. They call me then! Rob W, LUTCF, FSS
|
Like and use
this
regularly. John
It is an excellent program
and NAIFA should endorse it completely.............Thomas B, CSA
|
I have more access to
sales ideas
and fact finders for the
individual or business owner. I can use the VSA site to
design
newsletters
along with print out a presentation for a client. Thanks
again. |
I've
used it for over 10 years. It
is fantastic. I am in a one person life producer in a
P&C
office. I use the one page sales to perk interest in
buy-sell,
keyman and
I use the sales presentation with the clients name and bind the
proposal to
also include the life insurance proposals. I
couldn't live
without
it. The cost come right on my credit card each
month, very
easy and I
never have to worry about it. I access it from any location.
Alex H, CLU, ChFC, CFP
|
I've
been using The Virtual Assistant for years - and I have found that it
is a great resource and presentation tool - in a
generic
format.
J. Hayes,, CLU
VSA
has been good for me. I mostly use the PPR and select
presentations. Harvey J. CLU, CSA
|
I have used VSA for a
number of years. I have used it for sample documents, seminar
presentations for retirement and college funding, sales presentations
for
mortgage protection, life insurance planning and general resource
information. I think it is a wonderful
tool. It
seems to cover a
lot of bases from simple presentations to more advanced
issues. I
particularly like the scripts and handouts with the seminar
presentations.
John D. CLU, ChFC, LUTCF, MSFS |
It
is always current, informative and up to date. Customer
Service is excellent and very responsive. I
use it for further insight into areas of selling to get me started
thinking and
gives me direction. I also like the depth and breath of
material.
Been
worth every penny paid each month.
Rick
Z, LUTCF
.
|
I
have never
seen such a great source in one place for my practice...Thank
You.
Brian M
|
I find VSA very helpful
with
presentations, information - it is
comparable to Kettley and in some ways better. I
would highly
recommend VSA for any agent.
Patricia L CLU, ChFC, LTCP |
I've been a VSA
subscriber for
about 3-4 years and I think the resources
provided are terrific
Thanks for a great
VSA!
Dean
O LUTCF, RFC
I
find
myself using VSA on a regular basis. Ron
R.
|
I love this
tool. I am a 35 yr
veteran - blah blah blah
also a Branch Office Supervisor and a busy financial services
coach
of 13
advisors. I use it extensively as a practice tool for myself and a
teaching aid it is weak in practice management re: tax
planning
as a financial
professional- the basics of schedule C etc, staffing,file organization
etc - nuts
and bolts stuff. Tom C
|
I think VSA is
indispensable for any career stage, I am 30 years in the business and
use it
most every day, my son is in the business for 2 weeks, and I
am
having him use it
as well. I highly support and recommend using VSA.
Arnie P. |
I had
forgotten how
much I loved the insurance business until
I signed up for
Virtual Advisor. It was like being reminded of your first love! The
real life stories of how much insurance helps people, brought a stream
of tears to my Irish eyes! And the ease of using your
services, the
monthly newsletters, the simple strategies to teach my clients that are
demonstrated on your (our) website, all served to remind me of why I
get up every morning and do what I do! Prudence Schnoebelen,
CLU,
ChFC
|
Bill, When
I started in the
insurance business as a captive agent there were sales tools provided
by the marketing area. When I struck out on my own, it was now
my
responsibility to gather those sales ideas then came the Web and then
came VSA. Thank you.
Your resource is a great piece of mind for my business, I
know I
can research and provide my clients with up to date information to
assist in their decision making with plans for them and their families.
Dave T. |
Bill,
I have been an agent for only about a year. VSA
has
been invaluable to me. Any time I have an insurance question
or
need a sales idea, I can rely on VSA to help me out. Keep up the great
job!
Thanks, Fred W. |
Thank you
very much, what a
great tool VSA has become for me, couldn't
do with out it! Reid M
The Referred Lead
Generator will pay
for the whole program!
John Bledsoe, CLU, ChFC, CFP, AEP, MSF
|
I love VSA! I use it
for everything
from showing how IRAs work to showing clients how they can save for
education for their children or grandchildren. I've also made 162 Executive Bonus and
Deferred Comp
presentations to businesses.
Patricia L. Berry, CLU, ChFC |
Hi Bill, I
just started
using VSA, however, I
see some
advantages it provides over other support field programs.
There
are quite a few areas of help I can go to, to support any
recommendations I make to my clients. I expect as I continue doing
business, I will be able to utilize more of your support information
available. Thanks, Marv S |
This
software definitely
lives up to its name; it
can assist
you with virtually any activity or concept that will help to generate
revenue for your practice. It is a great value,
which I
would recommend to anyone in the insurance or financial planning
industry. DON'T
GO INTO THE
FIELD WITHOUT IT!
Arnie P, CFP, LUTCF, LLIF |
Bill, I
really do enjoy the
VSA website. I came in
from the
securities side of the business and did not know much about life,
disability, or long term care. I really do like the one
pagers
and the sales presentations as well. I use them a lot for my agents I
work with today. I would like to see more power point presentations on
annuities. . Also the sales ideas are great as well. As a licensed
marketer I can share these ideas with other agents but use it as well
when I am out in the field. Overall
the website is great. Thanks, Pat S.
|
The personalization of the VSA
website was
easy and professional. I'm not a web person, and it took
10
minutes. I had a professional looking, personalized
website. Within the first hour I was able to forward a link
to a
suspect to provide more information before our first meeting. I LOVE IT!
Karen H. |
Bill: A
well done (!) on
the changes to the Priority
Planning
Review. Thanks you for making a great tool even more effective.
Ralph P.
|
Dear Bill, Thanks for the fabulous site.
The
links and other content are excellent for getting customers interested
and informed. I use the
links weekly
in emails and get great response. John N. |
The greatest thing about VSA is the
time it
saves meconcise
and
to-the-point and user-friendly. Thanks VSA for
being there
for me.
Raymond H. CLU, ChFC, LUTCF |
Adding the
link to my
website that has financial resources is a valuable tool for me. You
site is a great resource. Thanks. Dan P. CLU
Love it and use it all the time! Dan J
Bill, I'm
new to VSA but so
far it has been very good. Joe A.
|
Best $
18/mth I have spent
in 36 years in the business. Michael W., CLU ChFC
The cost of ignorance is more than the price of knowledge! Douglas H.
Becker, CFP
It (VSA)
ranks in the top
10 web sites that I use on a regular basis. George Breckenridge,
Producer
|
Bill: As I
deal more with
business owners and well to do people, VSA has become more of a base
line concept explanation resource that has explained complicated
concepts in a brief, concise, and understandable way that my clients
understand. I really appreciate your efforts to serve the insurance
community. You have made my job much easier and more productive. Thanks
again for your wonderful programs. Sincerely, Rick K., CFBS
|
It's great
because it has
up to date information on products & laws. Richard L.
Bill, I've
found VSA to
be an invaluable resource! From one page solutions to
financial
calculators - all are at my discretion, on my timetable, &
customized to my practice.
Thanks. Alan W. , CLU, ChFC
|
Dear
Bill--thanks for the
$100.00 and your site is the very best!
Sincerely, barry-k-bailey
PS., No--I didn't get $100.00 and yes this is the best
financial
site I have ever used, second to none. Been in personal
production
over 25 years in the insurance and financial field. |
Thank you
for the VSA. This
tool is by far the most helpful resource I have had since I began my
Insurance career. My Insurance / Estate Planning practice has
been
greatly enhanced with the use of the Priority Planning Review and the
Real Life Stories. The wide range of tools that are the VSA,
make my
business as professional as an agency can and should be.
Thanks for
being there. J.R.M.
|
Let me
start by saying I
have been a member and a subscriber since the VSA inception. Through
the years it has been a holistic support engine for me and my practice.
Everything I need is right at my finger tips where ever
I am.
I am an Estate/Financial Planner and rely on this resource greatly, I
don't know what I would do if I didn't have the VSA. Also
compared
to other planning and information support vehicles, the VSA by far
has the best in resources and extremely cost effective! Louis
C. ,
CLTC , LUTCF , AFP
|
I have
visited and used
several features of the website and thoroughly believe it is one of the
best pertinent content that can be used for financial advisors and
clients. I especially appreciate the personal web page created
exclusively for my advisor. There are many useful worksheets and
information for our clients and prospects to tap into. The other
features I feel are useful are: the lead generator, financial planning
and retirement planners that the reports can be generated for clients
and prospects. VSA is very useful and insightful content that
I
just happen to stumble upon while searching the Internet. Great tools!
Christina, Marketing and Administrative Associate. |
I
think VSA is
absolutely fantastic. In fact, last year I even appeared as
guest
speaker for one of the Sacramento Association of Insurance and
Financial Advisors' programs speaking on the benefits of VSA.
Ervin Thompson, ChFC and President of SAIFA |
VSA
has been a valuable
part of our practice for many years. We use the sales
presentations
and the one pagers with clients and prospects on a regular basis. They
are professional, accurate and concise, and have
led to many
successful sales and relationships. As an independent practioner, VSA
provides a tremendous value for the information it provides.
Thanks, Todd A. , LUTCF
|
When
the chips are down
and I need something now, VSA is where I go. The sales
presentations, both paper and Power Point and the forms library are the
best.
Neil C. , LUTCF, ChFC, CLU |
Bill, Keep
VSA going, very
good!
Richard E.
Very Professional-Easy to use. It's helped my
business
very much. Thank you.
Frank B |
Yes, I am very
pleased
with VSA, and find it to be very helpful and productive. I do
tell
my associates about the system and will continue to do so! Thanks!
Gary C. |
My company,
First
XXXXXX Bank, has allowed me to subscribe to VSA at their expense for 5+
years and I use the resources extensively. I make a presentation at
least once a week or more with information and materials from VSA.
I also try to spread the word in my agency of the great resources.
Thank you and Aloha!! Patricia B. |
Bill, After
45 years plus
in our industry, and at age 73, I find it comforting to have
available all those informative and supportive tools that VSA provides.
Having VSA available is like having that "special" place to go when the
need arises.
Ed Leonard LUTCF; Past Pres. of San
Fernando Valley
NAIFA. |
Here
is what
BGAs, IMOs, GAs, managers and home
offices are saying about the VSA!
Click
here for a 30 day free look!
Click here for
Enterprise Pricing
Click
here for Compliance Information
The VSA has
proved extremely
valuable to me both
as a resource as well as a Sales Training Tool. I appreciate the
availability of this as a resource.
|
The business
continuation
presentation has
gotten me personally two buy sell cases.
Also, the one pagers are a great way to
demonstrate
concept selling to
new agents. |
Worked
with an agent
on training then went to field
presented and sold business owner of existing worksite case.
We
also presented
a deferred comp plan on key employees. however we did not close this
yet. |
I use the
one-pager for
my executive bonus cases
on a regular basis. I
feel that the one-page layout allows the agent to quickly hit
the highlights of the
executive bonus concept
Very useful in training of agents.
|
The knowledge
from these
topics has increased my
production and big impact on training
The
resources have resulted in many larger
applications. It
also helps to focus
our
agents on moving up into larger more profitable markets.
|
I use the VSA
sales
presentation in at least one
of my meetings per month in the local office with all the agents. I am suprised how many
ideas are used by both
new and experienced agents after the meetings.
Helps new agents to get into the more advanced
markets.
|
My agents have
used
various parts of the
training I give them to make numerous sales.
This is a standard tool in our toolbox.
|
Have used in
training
sessions several
times. Use
executive bonus on pager
diagram for bussiness owner.
Very
useful! |
The one pagers
and sales
solutions have helped
our office close and conserve many cases because our competitors did
not have
the same resources. |
|
Nine above
from career company managers and assistants.
|
|
Bill, the VSA becomes
better with
every addition. We use
the VSA in
most of our sales as well as our education program. If we
have
a class on annuities the agent has to complete the CE on Line and bring
to class along with sales ideas. We
do not have to waste time on the basics, just review. We
promote
the VSA at all our meetings, both general and annual, at (company).
As a reference source the VSA has saved
me at least $5,000 a year and it is always kept current,
by
updates. Thanks Bill. Regards, Bob T. |
|
Bill, As you know I have been using VSA since
the very
beginning of its existence. I thought so much of
it that I
had our company pay 100% of the expense for all of our agents at the
very start of the program. Now that
I am back in the field our agency uses the VSA program
extensively. It provides an easy to use professional support
for
our agents to serve the needs of their clients. It gives us
an
educational tool like none other in the industry. I do not
know
what we would do without The Virtual Assistant.
I thank you for your dedicated desire to make this the very best tool
for the professional insurance and financial services industry. Bob F.
|
|
Bill, The VSA has been a tremendous
tool to us as
an Independent Marketing Organization. It has
put all the
resources that an agent would typically need right at our finger tips
and provided us with
even greater
credibility with the producers who partner with us. At XXXX
Brokerage, we realize that agents look to us for much more than simply
good products and service -they can get that through a lot of
organizations. They want us to help them get a competitive
advantage beyond that, and the VSA has been the perfect tool in helping
us do that.
Doug M. CLU, ChFC, MSM |
|
I
love it!
Always simple
to use.
Always fast and current.
Always there when you
need it 24/7.
Always easy for the
client to
understand.
Always Professional
Presentations.
Michael U |
|
Over the years I have
bought most
of the 'hot' software and training programs. I have yet to find something as
transferable as the VSA. I mandate it for all newly
affiliated
associates. It's very simple - no computer, no
VSA, no
appointment.
Walter O. Pihl, CLU, ChFC, CSA, General Agent |
|
Frankly, I
am embarrassed
to mention what I don't use of your VSA program. What I do use are the
checklists/fact
finders which I can mail or e-mail to clients and prospects. They make
me look more professional. They are easy to prepare and they are
effective.
Ed A., CLU, ChFC, MSFS, FLMI, LUTCF, CASL |
|
| Bill: I'm a Multiple
Line General
Agent with (company). I find it to be invaluable in helping
dispense information to prospects and as a training tool for my agents.
I encourage each one of them to sign up and have this for themselves.
To be able to personalize the information for anyone you want to share
the info with is great and the ability to e-mail it to them is
certainly a time and money saver. The ability to personalize and use
one or all three of the news letters is TOP NOTCH. I can't say enough
about the value of your product and service. Max D., LUTCF, CLF
|
|
Bill- As a new Agency
with
(company) we use and are delighted with The Virtual Assistant
Program. I show my agents how we can maximize sales
opportunities
using the sales presentations and/or the One pagers- I'm
using the
email feature as a prospecting tool and it's working! Out of 212 other
(company) agencies, ours ranks 13th in total life commissions for the
year so far. Keep up the good work! Warmest Regards!!
Rene C. |
|
We use it here and
encourage our
agents to use it, too. I like the great number of
personalized
presentations one can create.Then there are the
specimen
documents to help the attorney implement the plan. Of course, the
courses are great educational resources.
Greg Colston, KC Life Home Office
Great product, I use it for my new agent training and with my
own
new clients. Bruce P., MGA
|
|
Bill, VSA has been a very
valuable tool for our agency in the development of case work to train
new reps and supply the reps with a roadmap to build their business.
The programs are up to date and offer a small agency like ours the
opportunity to develop plans for clients without a large backroom
expense.
Dick H. , General Agent |
|
Bill, As a relative new
comer to
The Virtual Assistant I just have to tell you how astounded I was
initially and continue to be. I figure in about a year I'll actually
have a handle on all the capacity you have built into this wonderful
tool. I am telling all of my brokers that the VSA is virtual
"must"
tool for selling life insurance and doing financial planning.
Sincerely, Bill B. , MGA |
|
Bill, VSA is the
complete backroom
tool for our company. I use it heavily in recruiting new GAs
because it gives us the complete package. Today's agents,
representatives, and advisors expect the kind of backroom that VSA
provides. We would be very limited without it! It is that good!
Mike B., Recruiter |
|
Dear Bill: VSA has been a
wonderful tool to use with my agents and own business. With
its
calculators, fact finders and detailed information of specific issues
for clients it has made my business easier with all the information at
my finger tips. Overall it gives us an extra back office of information
and has been using it to train new agents like your fact finders and
has helped experienced agent with issues with new cases.
Sincerely, Gene H. |
|
Bill,
I find extreme pleasure in utilizing the system and all of its services
on a monthly basis. I look up sales ideas and presentations
to
promote within my District's newsletter on a monthly basis,
and am
always excited to see all of the ever changing ideas that are listed
there for us to use. I appreciate all that you do for us with the
Virtual Advisor, and continue to look forward to making it a part of my
standard practice.
Troy B., LUTCF |
|
| I
believe an agent at any stage
of their career can benefit from VSA.like how
comprehensive it is
including: marketing, newsletters, factfinders, sales presentations,
tax
learning center, specimen documents, business & time
mgt.
tools. I have my field reps
subscribe
so
they can deliver information & sales ideas
provided by
VSA as
value added to the independent agencies they serve. Joe R
CLU,
ChFC |
|
|