Welcome to The Virtual Assistant - The Complete Financial Advisor Toolbox

The VSA offers "crisp, clean and professional" advisor sites for all subscribers. The site is turn-key, requires no maintenance and contains a logo or picture of the advisor. It is a great prospecting and self-promotion tool.

The section provides turn-key newsletters that can be either mailed or e-mailed to clients and/or prospects. Not only can they help create new sales, they can also serve to cement an advisors’ relationship with clients.

The VSA provides fact finders for virtually all markets…about 40 of them in total for business, estate, personal and disability planning, as well as questionnaires designed for annual planning reviews.

There are 25 Powerpoint presentations that can be saved to your computer. Seminars can be conducted and interviews can be held without being tied to the Internet. Handouts for all the presentations are also provided.

This is a "technique book" is an organized three-ring binder containing "concept pages" that allow you to quickly and efficiently show your client a given concept. And you will no longer be at the "mercy of your memory" when trying to do so with a yellow pad...not to mention the wrath of the compliance officer for using a yellow pad!

Included in the VSA are a wide array (100+) of calculators designed to help you determine your client’s needs in a given area. It includes calculators for survivors, retirement, long term care, businesses, estate liquidity, charitable giving, financial planning, as well as many specialty calculators, such as Roth versus traditional IRA, Required Minimum Distributions, 72 (t), etc.

Financial Snapshots are unique, simple and copyrighted need analysis calculators that help identify your clients' financial needs and priorities. Like photographic snapshots, our Financial Snapshots produce a picture of an instant in time...a financial picture, if you will. However, the financial picture can be saved and updated to reflect your clients' changing needs and objectives.

The Priority Planning Concept is the simplest, least intrusive and most effective method of approaching personal and business prospects. The section contains field-tested Priority Planning Reviews (PPRs) that can be personalized and used to reveal a prospect's most important needs. The new Plans and Priorities is a new e-mail based update tool that captures a client’s future needs with the click of a mouse!

Life Guides are a form of checklist or questionnaire, designed to provide clients and prospective clients with information and guidance on a variety of life events, all with financial implications. In addition to providing them to individuals, they can be provided to affinity groups. For example, you could provide a copy of the Teaching Kids About Money Life Guide to members of a local PTO/PTA.

Worksheets or a complete book that can be used by prospects and clients to put their "financial house" in order, as well as to help ease the burden of uncertainty that most families experience after the death of a loved one. You can print them and use them with your prospects and clients, either as a way to "keep in touch" or as part of the interview process.

Reference Books – The VSA contains the entire texts of eight of the most comprehensive books on insurance and financial planning...Stephen Liemberg's Tools and Techniques series.

This section contains printable answers to common tax questions about life and health insurance and annuities with links to and a "road map" of the entire US Tax Code.

The investor information on the FINRA Website is provided for public access and intended as a resource for individual retail investors. In addition to using this resource yourself, you can send clients in need of investment information to the FINRA Website. As a guide to help you use the FINRA site, here are links to sections of the Investor Information area that might be most helpful to you and your clients.

This provides you with access to client screening questionnaires, background information on medical conditions, explanations of common medical tests, and advice on how to successfully handle "declined" applicants.

A collection of field-tested sales ideas to help you make immediate sales or conduct sales training sessions.

"Building Your Financial Services Practice" is a complete system with the tools needed to build a practice. The book identifies the 6 systems a producer needs to succeed and tells how to establish them. Many agents have found this book a great way to critique their own business, while others have found it invaluable in “bringing in a junior” associate for succession planning.

The Business Manager (TBM) is an annual planning calendar and business control system. You simply print the contents and then 3-hole punch or spiral bind them to create a week-at-a-glance planner pad. It has been designed specifically for financial advisors to help control their business and time. It is not the only such system available in the industry, but we believe it is the simplest and therefore the most effective.

Nearly 100 specimen documents designed to help the client and his/her attorney get started on drafting supporting documents from complex trusts to business agreements.

Exclusive to the VSA, Mental Vitamins gives you the thoughts and encouragement of some of the world's most popular motivational and inspirational people at just a "click." A great self-improvement tool and a wonderful resource for speeches, sales meetings and presentations.

A library of "e-learning CE courses" from The National Underwriter. These courses are free for your learning purposes. If you elect to use them for CE credits, the grading and filing fee is just !

This area is designed to help consumers and businesses resolve legal issues. There are thousands of state specific government documents and forms, as well as a wide variety of legal FAQs, many of which are available in RealAudio and Windows Media formats.

National Underwriter's definitive "how-to" series on a variety of financial, investment and planning topics. If purchased in book form, this resource would cost hundreds of dollars!