Asset Lock Personal long

THE FUTURE OF
LEAD GENERATION
HAS ARRIVED

Investors are their own worst enemy; they are psychologically programmed to fail.  And when they do, the advisor is to blame and the business suffers. But what if there was a tool that could help you and help investors? And what if this single tool could enhance client loyalty, generate leads, produce referrals, and give you visibility of un-tapped retirement assets? Sound too good to be true? It isn’t. The future of client communication and lead generation has arrived.

What Is AssetLock®?

AssetLock® is a communication tool used to help investors stay informed on the progress of their employer-sponsored retirement accounts including: 401k, 403b, and TSP plans.

THE ASSETLOCK® EFFECT

See what AssetLock®-Equipped advisors have to say about the impact AssetLock® has had on their new business and client relationships.

Testimonials

  • Just the sheer marketing power of AssetLock® inspired me to earn my Series 65. In 90 days, I went from $0 AUM to $8.3M AUM and increased my annuity production by 30%.

    -Randy W.

  • I was introduced to AssetLock® in October 2017 and decided to become dually licensed. Since December of 2017, I have averaged $1M in new AUM each month.

    -Jason M.

  • AssetLock® is a technology that most people don’t have and that most advisors don’t realize that they can get... It provides another layer of service and it really advances the client-advisor relationship in terms of communication.

    -Steve V.

  • A client came into my office to have us put AssetLock® on his 401k Plan of $600K. While reviewing his assets, I discovered he also had $600K in other retirement accounts. I explained to him that we can put AssetLock® on his 401k but not only that, we can we put AssetLock® on all of his investments with actively managed portfolios so every investment he has is protected by AssetLock®. As a result, we currently have over $ 750K and another account that is in the process of being transferred over, because he suddenly realized his wife had a couple of old 401Ks - and now we have them all!

    -Chuck P.

  • Being able to show someone the transparency that AssetLock® provides is a game changer. It changes the whole nature of the sale. AssetLock® Personal takes it to a whole new level - my production is going to go up three- or four-fold, simply based on what AssetLock® has done for me so far.

    -Bill G.

HOW IT WORKS

First, the investor links his or her retirement account to AssetLock® Personal. Next, the investor sets the AssetLock® Percentage; this is the maximum downside (or loss) the investor is willing to experience in that account. The AssetLock® Percentage can range from 5%-30% and is always based on the High-Water Value (the highest value the account has reached). As AssetLock® monitors the account, the investor will receive text and/or email notifications of new account highs, and if the account is nearing or has reached the AssetLock® Percentage (the maximum downside value).

 With AssetLock® Personal, your clients are in complete control over the AssetLock® Percentages on their accounts, and can even customize their alerts to best meet their needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.

Asset Lock personal chart
Current Account Value

CURRENT ACCOUNT VALUE

Actual daily account value based on data of the close of the Stock Market the previous business day.

High Water Value

HIGH-WATER VALUE

Highest value account has reached. This value increases as the account grows and will not decrease due to loss.

Market Value

MARKET VALUE

Market value for account, assuming that the account maintained the original investment mix.

Asset Lock Value

ASSETLOCK® VALUE

This is the high-water value less the maximum percentage of loss the investor is willing to incur.

Help Protect Your Clients Gains With Asset Lock®: The chart above demonstrates using AssetLock® with a portfolio where a 10% AssetLock® Value was chosen. Assuming an initial deposit of $100,000 and eventual growth to $146,793, the resulting AssetLock® Value would be $132,114.
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 PUT ASSETLOCK® TO WORK FOR YOU! 

AssetLock® Personal can give you an entirely new way to communicate with your clients, and it will transform the way you prospect. Become AssetLock®-Equipped, and gain visibility of untapped retirement assets, and the opportunity to start the retirement-income planning conversation. You will also benefit from…

  • AssetLock®-Equipped Competitive Advantage
  • Mass-Marketing Strategies
  • New “Retirement Plan” Target Market
  • Added Client Loyalty and Trust
  • A Robust Advisor Support Package
  • Proven Lead-Generation Strategies
  • Enhanced Communication Capabilities
  • Simplified Referral Process for Clients
  • Heightened Referral Tracking Feature
  • Customizable AssetLock® App

READY TO TRANSFORM YOUR BUSINESS WITH ASSETLOCK®?
CONTACT YOUR BUSINESS COACH OR CALL 800-201-0224.

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