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Wealth Building Cornerstones

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How would you like to increase your clients retirement income by 50-70% without any additional outlay, and while also decreasing risk?

The objective of the system is to provide individuals and families with a simple, easy to understand, yet powerful process that maximizes the use of their money for wealth building and protection.

Whether working with Pre-Retirees or Retirees, Wealth Building Cornerstones takes a “begin-with-the-purpose-in-mind” approach.

Think of it like this, an engineer can’t start designing a building without knowing what the end result of the project is supposed to look like; a surgeon can’t go into surgery without knowing what the outcome of the surgery is supposed to be. This same concept also applies to the areas of personal finance.
For example, if you asked a typical Pre-Retiree on the street why they are saving money long term many of them would say “for retirement”. However, if you then said “that’s great, can you tell me how retirement income streams work?” hardly anyone would have a good answer. The issue here is that this is the real reason they are saving the money, and how retirement income streams work economically defines how to allocate savings efficiently in pre-retirement. As part of WBC we provide Pre-Retirees the opportunity to understand how retirement income streams work as the basis for efficient allocation of savings in pre-retirement. A “begin-with-the-purpose-in-mind” approach is imperative here and many people haven’t had the opportunity to look at it from this perspective.

To download the whitepaper, please complete the information below.

If you would like access to the companion booklet, call (800) 985-5549.

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Testimonials

Verl Holmes

I first met Mark Jacobberger a few years ago when my day-to-day business turned up an obscure question regarding the legal components of a life insurance policy. I ran the question by a colleague who told me that I should call Mark, "because he would know the answer, or find it." Truer words never spoken. Not only did Mark research the answer, he impressed me with his sincerity and genuine interest in finding ways to make my practice more profitable. All this before I submitted my first piece of business through the PFN shop. PFN feels small and accessible. It's easy to get to know the crew and everyone puts the broker's needs on the top shelf.

Randy Kilgore

I have worked in the insurance business for over 40 years. The people at "PFN" have been more helpful and knowledgeable than any of the company reps that I have worked with. They have researched, not only the companies, but also the products. Their efficient staff will help you offer the best product, then help you get it underwritten, and finally get it issued and paid for. This is all you can ask for!!

Dominick Paoloni

Producers Financial Network has been a cornerstone in our firm's success. Their commitment to providing fresh, cutting-edge ideas helps us serve our clients and create a product base that is superior to what's typically offered on the market. They understand our goals and contact us on a regular basis to offer assistance and guidance. With a knowledgeable and professional staff, PFN is an organization that reflects integrity and outstanding service.

Dale Anderson

I appreciate PFN's attention to my needs as a broker. Almost every time I talk with Mark Jacobberger, he gives me an idea that makes me money. PFN makes it easy to want to do business with them. I am looking forward to PFN's new website. I am sure that it will improve my ability to get the necessary work done in a quick and efficient manner.

Jon C Boyd

Boyd Investment & Insurance Services Inc.

Mark and the PFNCO Staff have been great to work with. Mark has helped tremendously with getting started with fee based accounts and Direct Investments. The sharing of ideas and providing alternative solutions to help me and the client have been extremely valuable. I can be assured when submitting a case that the follow-up will be provided by the staff. That quality service is what I am looking for in a marketing organization and PFNCO provides it with AAA rating.

Wealth Building Cornerstones

Testimonials

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