Access Fund Management
Q: How do I get started with AFM?
A: Refer to our Contact page and give Mike Williams a call
(Or, Email him: mike@accessfundmanagement.com)
Q: What Information is available on PPVA and PPVUL and how do I get my clients started?
A: View Information
Q: Do you have any marketing processes or material to attract "High Net Worth Clients"?
A: Yes – We have created marketing tools that are available for your use. Contact Josh for more info: josh@accessfundmanagement.com
The current programs utilize direct mail, outbound phone calls, personalization and the internet. Very specific criteria is used, in order to find these prospects. For the direct mail campaign, a dynamic and personalized letter or oversized post-card is then mailed to them. Using advanced technology, the personalized invite will ask them to view their OWN web site, which was created for them. (Each site will have their name on it, and if they want more info, their address is already pre-filled for them.) The software behind this will also keep track of who viewed their site, so you can also be creating a database of those who may have been interested enough to look but did not request information. This is all brand new technology, and is currently available for you to use.

To find out more about the “Value Added” (for you and your clients), How to Grow Your Practice and your Client’s Money (in rising and falling markets), and how Back-Office Support can keep you in front of more clients – Contact Mike Williams (mike@accessfundmanagement.com).

FOR USE ONLY BY BROKER DEALERS, INVESTMENT MANAGERS, AND ADVISORS WHICH ARE UNDER AGREEMENT WITH ACCESS FUND MANAGEMENT, LLC AND AN INSURANCE CARRIER OFFERING PRIVATE PLACEMENT INSURANCE PRODUCTS WITH AFM AS ONE OF THE UNDERLYING MONEY MANAGERS OR A PRE-QUALIFIED CLIENT OF THE SAME. NOT TO BE USED WITH THE GENERAL PUBLIC.