Dennis Tubbergen of GTBK Marketing Shares 3 Ways Financial Advisors Can Better Serve Customers

Clients trust and expect their financial advisors to provide them with the most personalized options available to meet their financial needs. As experts, advisors should have the knowledge of many plans that can meet their clients' individual goals.

Dennis Tubbergen & GTBK Marketing have been implementing groundbreaking plans for advisors to present to their clients. 

In order to provide clients the best service possible, financial advisors can learn from these plans and implement them to deliver top notch service to their clients.

Successful financial advisors offer plans that allow clients to meet their personalized financial goals. Depending on what their goals are, GTBK offers several new plans that allow the most flexibility for financial matters.

Assured Legacy™- Creating a Guaranteed Legacy and A Lifetime of Warm Memories

One common matter that affects many clients is the inheritance they will be leaving their heirs. With the GTBK Marketing’s Assured Legacy™ plan, clients are now able to have more control on how their inheritance is delivered.

For instance, the relationship with a grandchild is one of many that are very special and important to a client. While many grandparents like to leave an inheritance to their family behind, GTBK Marketing offers a guaranteed legacy for them to leave behind.

With the Assured Legacy™ plan, the grandchild will receive a yearly birthday and holiday card with a check to represent a gift from grandma or grandpa. These can continue until the grandchild is 50 years old, at which time they are then allowed to receive the rest of their inheritance to use as they see fit.

Generally an inheritance is in the form of a lump sum, and depending on the child's age this could be detrimental to the amount of funds. Under a certain age people tend not to make good decisions about their money, leading to unnecessary spending that contributes to quickly running through the funds.

The Assured Legacy™ plan guarantees clients this will be prevented by not delivering the largest part of the funds until descendants are more mature and responsible. At the age requested by the client, the Assured Legacy™ plan will give the heir the option to do something highly beneficial, such as paying for their children to go to college, paying off a home or car debt, or even making some proper investments for their own retirement. No matter what they choose, though, in the end the legacy left from their grandparent can be used to make a real difference in their lives and a lifetime of warm memories.

GTBK Marketing has made their clients aware of Dynasty Trust™, a plan developed by one of the nation’s top estate planning attorneys.  In this ultimate protection plan a client is assured that their estate is protected in the case of a divorce, creditors, or other financially devastating circumstances.

Knowing that more than 50% of married couples end up divorced, there is a chance a client would have heirs that end up being one of the statistics. By putting the funds in a Dynasty Trust™, this will prevent a divorce from destroying the legacy, as funds will not be available to determine division of assets for the other spouse.

In case of another financial disaster, such as being sued, bankruptcy, expensive accident, etc.,  creditors will not have access to the funds. The client's heirs and their inheritances are safe, relieving clients of the worry about what will happen if a heir gets themselves into trouble -- the Dynasty Trust™ will make sure their legacy is protected.

Often times a client is inclined to leave a charitable contribution for their favorite or most closely regarded cause, which is usually done upon death, due to the size of the donation.

With the help of the new Immediate Legacy™ plan developed by GTBK Marketing's Dennis Tubbergen, contributions can be delivered while the client is still alive without highly affecting their other financial status. This is all possible due to a patent-pending Immediate Legacy™ plan that allows large donations to charities with no net cost to the client. The plan  allows charities to use the client's assets without the client actually losing the asset.

Not only is there no net cost for the donation, but clients can still receive a tax deduction. Clients can actually witness the good their money can do for the charity, while in the past most donations were given after death, making them very satisfied

Charities can now receive larger gifts from clients, who wish to contribute without losing a lot of their own money, and possibly larger donations more often. This new, innovative program may even lead to charities receiving more lifetime contributions from philanthropists.

GTBK Marketing is working towards this patent-pending Immediate Legacy™ plan to become widely adopted, allowing charities to grow and continue their already much needed work, all while the clients themselves are still here to see the benefits of their donation.

With today’s fast-paced society, many financial advisors have clients who worry about identity theft due to their information being more accessible.  Dennis Tubbergen has come up with The Private Vault™ which is considered the best way to organize and protect the keys to the client's life, the Private Vault™ allows clients to keep all of their personal information safe.

Every financial advisor should take sufficient steps to protect their client's information. Any kind of potential leak of this kind of information could be detrimental to a client as well as the financial advising company leading their monetary matters.

With a system like The Private Vault™ clients will have immediate access to all of their most intimate information while it is still highly protected. Additionally, the information will be accessible for anyone the client deems trustworthy.

Not only will clients be able to keep all the information safe from anyone that could jeopardize their information, but by keeping all their personal information in The Private Vault™, trusted family, friends, and lawyers will be able to access it in the case of an emergency as well.

Along with financial information, The Private Vault™ holds social security cards, passports, marriage licenses, and birth certificates even allowing access to medical files during travel in cases where any information is necessary for health reasons. This aspect alone will guarantee the client always has the best medical care possible, regardless of their whereabouts.

Get Started

As a financial advisor it is your job to secure the financial future of the client. While clients may first contact you to discuss their present financial issues such as 401ks and other investments, there are numerous ways you can be of service.

Once the present issues that bring the client to you are handled, it is a great time to discuss the options pertaining to their future financial needs. By implementing some of the changes GTBK Marketing & Dennis Tubbergen have made available, any advising company should be able to deliver a higher level of client satisfaction along with better plans to meet the financial needs of the client’s future.

Begin implementing testing and focus group research now to realize the needs of your clients. By making changes based on the feedback provided, a company or financial advisor can continue growing and providing the most current financial planning possible.

Feel free to learn more about Dennis Tubbergen and GTBK Marketing by visiting them online. By offering some of the most competitive and innovative financial plans to clients, this company has plenty to teach financial advisors looking to secure the goals of their clients.