Expert consulting services to boost growth and profitability.
"Unlock the Gold Mine: Expand Your Services with ASB Special Markets
Expert consulting services to boost growth and profitability.
Who We Work With
Visionary Leaders
Are you an owner of a Property and Casualty agency, a Med SUPP provider or Final Expense agency. ASB Special Markets is here to help you unearth your company's full potential!
The Opportunity
New Revenue Stream
Looking to enhance your revenue effortlessly? Look no further. ASB Special Markets offers you the golden ticket to boost your income without any major cost or investment. The secret? We discuss how to obtain appropriate licenses and refer business to experienced professionals.
Zero Upfront Costs:
Unlike traditional expansions that demand hefty investments, partnering with ASB Special Markets is cost-effective. There are no huge upfront fees or large capital outlays required.
Effortless Integration:
We seamlessly integrate a specialized team into your organization. Your existing infrastructure remains unchanged, and you don't need to hire or train new staff.
Here's What You Can Expect
1. Enhanced Client Satisfaction:
We introduce experts on advanced services such as advanced tax reduction strategies, Life Insurance, health insurance premium reduction and retirement planning, . Your clients will appreciate the comprehensive solutions , leading to higher satisfaction and loyalty. See the disclosures on who we work with for your benefit
2. Revenue Growth:
Our tailored strategies show you how to turn your clients' dreams into reality while simultaneously boosting your revenue streams. You're not just offering services; you're securing financial success for your clients and your business.
3. New Client Acquisition:
By offering access to advanced services, you'll attract new clients seeking the expertise and comprehensive solutions they can provide. We help you stand out from the competition, making your business a magnet for growth.
Who We Work With For Your Benefit
Life and Health Insurance Specialists
Life and Health Insurance Specialists
Life and Health Insurance Specialists
Your love knows no bounds, and neither should your protection. In both personal and business contexts, life insurance plays a critical role in risk management, financial planning, and ensuring that the unexpected does not lead to financial hardship. It serves as a valuable tool for securing the financial future of loved ones and the conti
Your love knows no bounds, and neither should your protection. In both personal and business contexts, life insurance plays a critical role in risk management, financial planning, and ensuring that the unexpected does not lead to financial hardship. It serves as a valuable tool for securing the financial future of loved ones and the continued success of businesses.
As health insurance premiums continue to rise, it's essential to find savings without compromising coverage. Health Insurance specialists are experts at evaluating your client's current plan to identify opportunities for reducing costs. These specialists secure the coverage they need while keeping their expenses in check.
Disclosure:
Life and Health Insurance Specialists function as an independent health insurance specialist firm. Please be aware that it is not under the ownership or control of ASB Special Markets. Their mission is to assist you in navigating the ever-increasing health insurance landscape by identifying opportunities for cost savings without compromising your coverage. Life and Health Insurance Specialists possess expertise in evaluating your current health insurance plan to ensure you receive the necessary coverage while effectively managing your expenses. While they work closely with ASB Special Markets to provide holistic financial solutions, it's important to emphasize that Life and Health Insurance Specialists operates as a distinct entity, specializing in health insurance optimization
Wealth Management Specialists
Life and Health Insurance Specialists
Life and Health Insurance Specialists
Wealth managers are dedicated to helping your clients navigate the opportunities that will grow their hard-earned dollars. We understand that achieving their financial dreams requires more than just earning money; it requires smart and strategic wealth management. Let us show you how wealth managers guide your clients toward the results t
Wealth managers are dedicated to helping your clients navigate the opportunities that will grow their hard-earned dollars. We understand that achieving their financial dreams requires more than just earning money; it requires smart and strategic wealth management. Let us show you how wealth managers guide your clients toward the results they need to bring their dreams to life.
Disclosure:
Wealth Management Specialists operate as independent wealth management firms. It is important to note that Wealth Management Specialists is not owned or controlled by ASB Special Markets Our collaboration is aimed at providing comprehensive financial solutions, but the Wealth Management Specialists function autonomously in the realm of wealth management. As dedicated experts in wealth management, they are committed to assisting you in achieving your financial goals, securing your future, and optimizing your investments. Rest assured that while they work closely with ASB Special Markets, they remain an independent entity, offering a specialized and personalized approach to wealth management.
Advanced Tax Planning Specialists
Life and Health Insurance Specialists
Advanced Tax Planning Specialists
While many accountants focus on reporting the past, we suggest using advanced tax planning specialists that have their sights set on your client's future. Aligning their personal goals with the success of their business, helping turn their dreams into reality. Business owners often reinvest to grow their businesses but may overlook strate
While many accountants focus on reporting the past, we suggest using advanced tax planning specialists that have their sights set on your client's future. Aligning their personal goals with the success of their business, helping turn their dreams into reality. Business owners often reinvest to grow their businesses but may overlook strategies for building personal wealth. Advanced tax planning can leverage their business to secure a better future for their family, just as they envisioned when they started their business.
Disclosure:
Advanced Tax Planning Specialists are an independent accounting firm and is not owned or operated by ASB Special Markets. While we work closely together and share a common goal of helping clients achieve financial success, Advanced Tax Planning Specialists is a separate entity specializing in advanced tax planning and wealth-building strategies. Our focus is on aligning your personal goals with the success of your business, helping you turn your dreams into reality. We understand that business owners often reinvest to grow their businesses but may overlook strategies for building personal wealth. Advanced tax planning can leverage your business to secure a better future for your family, just as you envisioned when you started your business. ASB Special Markets and Advanced Tax Planning Specialists collaborate to provide comprehensive financial solutions, but each operates independently in their respective areas of expertise.
Meet Our Visionary Leader, Tom Morgan CLF
With a career spanning decades, Tom has consistently demonstrated an exceptional ability to exceed sales goals and pioneer innovative marketing strategies. His passion for the financial services field has driven him to lead teams to unparalleled success.
Life Insurance Sales Growth and Market Expertise
Tom is not only a results-driven professional but also a skilled recruiter with a knack for assembling high-performing teams. Tom's commitment to relationship management is evident in his track record of nurturing valuable partner connections, fostering trust, and delivering on promises. His approach involves adding new distribution channels while masterfully cross-selling within various sectors, including Property and Casualty, Medicare Supplement, Final Expense and uncovering new markets nationwide.
A Wealth of Asset Management Experience
One of Tom's most notable achievements is his contribution to helping organizations acquire and manage assets under management. His expertise extends to a broad spectrum of asset classes, including Private Investment Assets, 401(K), 457 plans, 403(b), and 401(a) assets.
Diverse Distribution Channel Mastery
Tom's impact is not limited to one facet of the industry. His broad distribution channel experience encompasses:
Banking / Credit Union: Tom has cultivated relationships with financial institutions, ensuring that our services reach a vast array of clients.
Health Care Advisers: Whether it's individual, group, or Medicare supplement markets, Tom's insights have been invaluable in serving diverse healthcare needs.
Life Insurance Agencies: Tom's expertise in life insurance and financial services is second to none, underpinned by a keen understanding of industry dynamics and trends.
Mortgage Brokers: Tom's strategic vision extends to the mortgage industry, making him a go-to resource for financial solutions.
Property and Casualty Agency Owners: He understands the complexities of this sector, helping owners expand their offerings and enhance client relationships.
Real Estate Brokers: Tom's expertise extends into the real estate industry, enabling us to provide comprehensive financial services to real estate professionals.
Retirement Advisers: Tom's influence spans employer plans and the individual retirement market, providing solutions for a secure financial future.
Wealth Management: Within broker-dealers and financial advisory circles, Tom's insights have elevated the wealth management landscape.
Lasting Relationships
Tom's leadership is not just about achieving impressive figures; it's about fostering lasting relationships. At ASB Special Markets, we believe that success is rooted in understanding, trust, and partnership. Tom Morgan embodies these values, driving our commitment to providing top-tier service and innovative solutions to your clients.