An unprecedented opportunity in the financial services arena

As tens of thousands of insurance and financial planning professionals can attest, building and sustaining a profitable practice in today’s highly competitive landscape is daunting. In addition to procuring quality leads, managing sales, marketing, ensuring compliance, addressing administrative issues, and constructing information technology platforms, advisors must find a way to break into the highly lucrative retirement planning market.

America’s IRA Centers™ (AIC), a division of Los Angeles based Table Bay Financial Network, Inc., has developed a revolutionary concept, creating an unprecedented opportunity in the financial services arena. Advisors looking to gain a competitive advantage, crack the retirement market, become the local IRA expert in their community, eliminate competition, and end the increasing commoditization they are up against will be able to use this concept to boost their production.

“Advisors reluctant to go it alone can maintain independence yet benefit from a large national organization’s branding and superior marketing tools and strategies.”

With all baby boomers in or approaching retirement, there is an amazing untapped opportunity for those advisors with the wisdom and courage to focus on retirement distribution planning. How can you stand out in an increasingly and already crowded market space and dominate your local market? Table Bay has the answer.

“The America’s IRA Centers platform in conjunction with Table Bay’s CPA Advantage Edge Program will give an advisor a serious market advantage in the years to come, surpassing banks, wire houses, life agents, financial planners, brokerdealers, and everyone else trying to enter this white-hot market space,” according to Barry Bulakites, Chief Distribution Officer at Table Bay.

Table Bay pioneered the concept of a community based, independent firm that specializes in retirement distribution planning. In 2008, AIC was the first institution to provide such expertise in communities. Offering outstanding personalized service and solutions to the retiree and pre-retiree marketplace has great appeal for advisors looking to break into the retirement planning business. Advisors reluctant to go it alone can maintain independence yet benefit from a large national organization’s branding and superior marketing tools and strategies.

AIC provides licensees with excellent training and product support for prospecting. Advisors are given the best products and marketing materials available, strategically chosen to meet customers’ financial security needs. All Centers enjoy the highest levels of compensation with exciting ownership and recognition programs.

This unique approach considers the shift in buying patterns among consumers who are now increasingly skeptical of palatial, high-rise offices and tend to favor a “Main Street” style atmosphere, preferring to get advice from members of their own community in convenient locations. We know that consumers find open-air plazas and downtown shopping districts more inviting and less intimidating. This trend is evident when one looks to financial giants such as Fidelity, TD Ameritrade, H&R Block and E-Trade.

“The Center Concept is a great way to put advisors in front of a steady stream of qualified propects.”

“The Center Concept is a great way to put advisors in front of a steady stream of qualified prospects,” says Rola Hajeb, Managing Director of AIC in Laguna Niguel. “Despite economic challenges in the financial services industry, 2010 turned out to be my most productive year.” Hajeb is one of the first America’s IRA Centers owners.

In addition to high-traffic Center locations, each AIC owner participates in a premier program designed for building strategic partnerships with local CPAs aimed at filling a pipeline with qualified clients. The Table Bay CPA Advantage Edge Program™ is completely turn-key and is proven to capture CPAs’ interest and brings new clients to the advisor. “This is a block buster change in the way advisors acquire clients, because it is the most cost effective way to generate leads today and advisors who meticulously follow the program will experience a dramatic increase in income,” says Sebastian Hahn, Marketing Director at Table Bay. Bulakites adds: “We are so confident this program works where other CPA programs fail, we guarantee the results 100%. Nothing in the industry compares to this extraordinary program!”

Advisors admire the spectrum of support services available to them such as coaching, product management, underwriting assistance, and advanced markets assistance. CPA Advantage Edge advisors are insulated with a support system that affords them the independence they desire yet offers organizational support they need to grow and thrive in this lucrative marketplace.

For more information or to inquire about an exclusive territory in your area, please call Michelle Blackmon, AVP Sales Operations, at 1-866-225- 1786 Ext. 312 or to E-Mail Michelle. www.AmericasIRACenters.com www.TableBayFinancial.com