OnPoint Advisory and Financial Services

Producer Uncovers $19,000,000+ in Sales with New Marketing Program

We know exactly what you are thinking since we have all seen so many marketing headlines like this or been called by IMOs across the country with the greatest marketing program ever but never seemed to deliver as promised.

What does all this mean?

Unless you can expand your product offering today, you’re limited in what you can advise your clients and may be losing potential future customers. Expand your business by becoming an Investment Advisor Representative.

With OnPointe Advisory and Financial Services, LLC, a SEC Registered Investment Advisor, you don’t have to go it alone. OnPointe and Davis Life & Annuity Brokerage is here to walk you through the process and provide you with the resources you need to do what you do best — SELL.

Through On Pointe, you’ll enjoy:

  • Back office support of running a RIA-minimizing the hassle of transitioning to a new business model.
  • Competitive pay outs and practice management and sales tools.
  • Ability to earn commissions for insurance sales while transitioning and expanding your business model.
  • Access to a wide range of investment option for your clients.
  • Ease of one application and one system/software interface.
  • Ability to provide clients with a well-designed financial plan that offers guarantees, liquidity, and helps their income keep up with inflation—complete plans lead to larger sales.
  • Yes, it’s true a producer did uncover $19,000,000+ in new sales in less than 18 months, but he did something completely different. He called his existing customers to tell them about a new service he was offering. No longer was he leaving assets on the table because he didn’t have a license to discuss them.

    On Pointe Advisory and Davis Life and Annuity will guarantee you that you no longer will be leaving money on the table.

    Call Davis Life & Annuity today at 800-747-5612 for more information.

    Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.