Advisors Point

If you are an established financial planning professional,"student of the game," and driven to reach your full potential, we can help take you there—and beyond. We build practices by working hard and smart, partnering with nationally ranked advisors and those on their way up. First, we gain a complete understanding of your business—past, present, and future. Then, we tailor our advice, guidance, and tools to accelerate your business and to create a lasting impact. Here's how: A sales process with a sky-high closing ratio Larger volumes of qualified people Lower marketing costs; a library of prospecting materials Expert, fast and efficient back-office support & illustration software Spirit of partnership with knowledgeable consultants driven to succeed Teaching financial education classes for one of the nation's largest and fastest growing nonprofits Mentorships and joint work with other elite advisors Quality, powerful fixed indexed annuities, life products and hybrid LTC from leading carriers Innovative lead generation platforms Practice improvement techniques Branding and proven sales materials. Before establishing Advisors Point, CEO Frank Lozano was the year-on-year top producer at a national firm where he developed a network of advisors who wrote over $1 billion in annuity premium. He attributes his success to the work ethic, family values, and spiritual beliefs instilled in him by his family. His core beliefs are making things right, honoring God in all we do, and paying it forward. So, it is no surprise that—in the course of doing business-we form deep and meaningful relationships. We genuinely regard our advisors as friends and family. Together, we explore new ways to reach your potential. We're ready to talk about your path to success, as soon as today.