Advocate Wealth equips independent agents with the tools, products, and support needed to offer clients tailored financial planning solutions, including retirement strategies, investments, and wealth management. Our platform empowers agents to grow their business while helping clients secure their financial future.
Become a Financial Security Navigator™
As a Financial Security Navigator™, helps individuals and families take control of their financial future by organizing, implementing, protecting, and securing legacy transfer options within their estate. By providing a structured roadmap, Navigators ensure clients have a plan for financial security, retirement planning, insurance solutions, and legal preparedness.
Why Become a Financial Security Navigator™?
As a Financial Security Navigator, you will be able to help clients bridge gaps in their financial, retirement, and estate plans. Your role includes:
Organized Planning
Assist clients in compiling financial, insurance, and legal documents in one place.
Safe Money Solutions
Provide strategies to protect assets from market fluctuations and fees.
Estate & Legacy Planning
Ensure assets and legal paperwork are in order for smooth wealth transfer.
Long-Term Care Funding
Offer solutions like life insurance living benefits and short-term care coverage.
Beneficiary & Tax Strategy
Help update beneficiaries and minimize tax burdens.
Social Security Medicare Guidance
Assist in optimizing Social Security income and selecting the right Medicare plans.
Final Expense Planning
Ensure clients' final wishes are financially secure.
Learn More today!
Contact Advocate Financial today to learn how to become a Financial Security Navigator™ today! →
_edited.png)
Weekly
RetireCare™ Friday Coaching's
Ready to take your business to the next level? Join us every Friday for exclusive coaching sessions hosted by Advocate Financial President and Co-Founder, John Becker, and Director of Wealth Sales and Growth Strategies, Glen Witchey, where you'll gain valuable insights on carriers, sales strategies, and tools to boost your success. Click below to access all past sessions and stay up-to-date with new coaching opportunities designed to help you thrive in the industry.
%20(2).jpeg)
Contact Us
Have any questions? Don't hesitate to reach out to our Advocate Team today by filling out the form below!
