Professional Information
Asset Exchange Group LLC,(AEG) Certified Estate Advisor Program®through its siter firm National Association of Financial and Estate Planning (NAFEP) is the most prestigious estate planning program available. As demonstrated by our many members who have passed the CEA® Examination. The AEG course material has been accepted by and meets the requirements of many state insurance departments and the CFP™ Board for 15 hours of continuing education credits. No other IRA custodian, advisory firm or facilitator can make this promiseProfessional Planning Option For Asset Exchange Group Certified Estate Advisors®.
Professionals who obtain AEG’s CEA® (Certified Estate Advisor®) training and designation may also wish to engage in direct delivery of AEG portfolio of services and products to their clients. Professionals can use eitherour basic or advanced products and services as the ultimate tool to set themselves far above the competition and to create a steady increase in clients and income. Earn substantial fees from estate planning while increasing the revenue from your existing business or practice. And, retirement, tax favorable exit planning and estate planning is the ultimate tool to keep clients tied to you. When you take clients through retirement, tax favorable exit planning and estate planning, you become their most trusted advisor and first phone call when they have questions or needs in the future. To act on this option, a CEA® simply affiliates with a AEG Advanced Sales Consultant (similar to a general agent), who will provide the CEA® with a turnkey planning and product or services. Through the Advanced Sales Consultant (affiliatet) AEG furnishes everything it takes for you to deliver product and services, including: Instant Credibility and formal certification as an estate planner (CEA®), full complement of (link to content affiliate box)programs and products and support team , lawyers and paralegals for the legal services, consulting and complete back office support, document creation, sales and presentation materials, research, legal reference materials and updates on important new developments.AEG estate planning sets you far apart from and head and shoulders above your competition. And most important of all you keep the client relationship you'll never be shoved aside as with some other providers.
Either use AEG estate planning to obtain and keep new clients, or risk having the competition take your clients away. To Provide Direct Deliverables To Your Clients, the next step is to enroll in and complete the AEG CEA® training and certification program, the nation’s most prestigious estate planning credential. This step allows you to affiliate with the nation’s Premier retirement, tax-favorable exit strategy and estate planning organization and, optionally, receive 15 hours of CFPTM or life insurance continuing ed. credits while you are at it.
