Attracting Insurance Agents to the Holistiq Protection Architect Model
Visual:
Professional, confident advisor with a blueprint overlay and family/business in background – symbolizing protection by design.
Visual Timeline or Icon
🔍 Discovery Mapping
🔍 Discovery Mapping
🔍 Discovery Mapping
Values, business, tax, and life goals
📊 Protection Audit
🔍 Discovery Mapping
🔍 Discovery Mapping
Analyze existing coverages & tax inefficiencies
Architected Design
🔍 Discovery Mapping
Architected Design
Build coverage around life, legacy, and liquidity
🔒 Implementation
🔒 Implementation
Architected Design
Leverage cash value, term, DI, LTC, and executive strategies
🔁 Annual Reviews
🔒 Implementation
🔁 Annual Reviews
Ongoing coordination with financial plan & advisor team
Key Points (Icons or Checkmarks):
- Elevate your professional brand
- Deliver coordinated wealth protection
- Increase client retention and referrals
- Expand relationships with CPAs, advisors, and business owners
A Holistiq Protection Architect™ uses a proprietary planning process to uncover risks, design coverage around cash flow and tax strategy, and communicate protection value in ways clients understand — and deeply value.
Whether you’re with Guardian, NYL, MassMutual, or a boutique firm — the Holistiq Protection Architect framework equips you to confidently attract, protect, and retain high-net-worth clients and business owners!
Plan Smarter. Live Better.
Ready to Build Your Holistiq Plan?
We invite you to experience financial planning that simplifies the complex, prioritizes what matters most, and gives you complete confidence.