WHAT IS S.W.A.T.?

S.W.A.T. offers comprehensive case design that includes estate planning, asset protection, life, AB-LTC, annuities, buy/sell planning, business valuation, and of course AUM. We have a unique team to help advisors offer holistic advice to their clients.

S.W.A.T. BENEFITS

1. Prospecting Systems
2. Point of Sale Software
3. A Bridget to AUM
4. An RIA Where Your AUM Creates Ownership
5. Smart Phone Annuity Sales App
6. Marketing Reimbursement
7. Technology Driven Product Selection & Case Design

PROSPECTING TAILORED TO YOU

We find that agents generally fall into two categories: those who prefer live events and those who focus on one-on-one prospecting. We offer exceptional solutions tailored to both approaches.

From helping you produce lead-packed, live educational workshops to high quality lead sources, we have the resources. And once you start writing business with us, we cover the costs.

POINT OF SALE SOFTWARE

OP Risk is the industry’s leading point-of-sale tool, helping leads understand why they should replace their current advisor with one using this software.

Build FIA portfolios that increase risk-adjusted returns, compare FIAs to bond indices, use the retirement planner or the IRMAA app. OP Risk has these features and more.

BRIDGE TO AUM

Insurance agents can partner with our RIA to review a prospect’s current portfolio, overcoming the limitation that prevents insurance agents from reviewing investment portfolios themselves. This collaboration strengthens the sales process by giving agents access to investment analysis.

Stress test portfolios, offer FIA alternatives, find better client solutions.

NOT ALL RIAs ARE CREATED EQUAL

Introducing AS WEALTH MANAGEMENT. Unlike many typical RIA’s, ASWM offers ownership opportunities. When advisors join ASWM, their AUM counts toward ownership in the RIA. This means advisors retain ownership of their AUM while also benefiting from ownership in the larger RIA, effectively doubling the value of their book.

MOBILE APP

Our smartphone app is a game-changing prospect nurturing tool designed to keep your leads engaged. Consider a high-tech way to stay in touch with clients beyond phone calls and emails, that won’t let promising leads suddenly go cold.

MARKETING REIMBURSEMENT

Our top representatives let us cover their prospecting costs, and we offer a Fast Start option to kickstart our partnership. Contact us for details.

TOOLS & RESOURCES

Annuity Rate Watch (ARW) and Indexalyzer are two essential tools designed to help you select the right annuity for any situation. We offer both on our advisor dashboard along with many other essential tools and resources.