06/07/2023
We have a huge announcement coming soon! Stay tuned...
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CSI Financial Group was formed to recreate an antiquated industry to solve problems for Advisors and
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05/24/2023
Prospect Expectations
Prospect Expectations
Carter Wilcoxson shares more about what to expect when you schedule a complimentary tax and risk mitigation assessment with one of our team members.
09/13/2022
It’s hard to believe that 2022 will be coming to a close in just a few short months. October is National Estate Planning Month, and with 67% of Americans having no will or trust, I can’t think of a better time to revisit or, for the first time, pull together an estate plan.
Don’t let another year go by without a plan in place—it’s not worth the pain and uncertainty your family could face if left unprotected. Here are seven things to keep in mind as you think it over:
1.) Estate planning is crucial for people of any age or income status.
2.) If you have young children, you need a minimum of a designated guardian and a trust with instructions should you encounter unexpected death or disability.
3.) Without a trust in place, a judge will decide about your child’s care and the distribution of your property, often following expensive legal proceedings.
4.) If you don’t have children at home, an estate plan is critical to address asset protection, wealth distribution, property management, and healthcare decisions.
5.) At a minimum, an estate plan will include a last will and testament, durable power of attorney, a health care power of attorney, and an advance medical directive.
6.) An estate plan can be completed, start to finish, in just a few days.
7.) If you have an estate plan, but your life circumstances have changed (marriage, divorce, beneficiary/executor death), it's good to update your plan.
If you’d like to discuss estate planning, now is the time. We can have it all tied up long before the holiday rush. Give us a call today, and let’s ensure your family is taken care of no matter what the future holds.
03/17/2022
CSI Productions
CSI Productions https://hubs.ly/Q0168rSF0
A Broadcast Quality Video Studio offered to clients of CSI Financial Group and local business who need video marketing for internet, web and broadcast.
07/20/2021
, The Need Is EVERYWHERE...
In case you missed it!
Stand Out as the Expert Advisor! Stand Out as the Expert Advisor! SEE CLIENTS ENTIRE PORTFOLIO of ASSETS Discover How Now! Where Client Control, Advisor Support and Technology Merges with THE O.E.P.T.
07/15/2021
Always Listen To Your Customer
My thoughts on why it's so critically important to have "estate planning" solutions for becoming a trusted advisor.
Network Estate Planning AKA Family Succession Planning
07/12/2021
, The Need Is EVERYWHERE...
What Makes You Different?
Stand Out as the Expert Advisor! Stand Out as the Expert Advisor! SEE CLIENTS ENTIRE PORTFOLIO of ASSETS Discover How Now! Where Client Control, Advisor Support and Technology Merges with THE O.E.P.T.
07/06/2021
, The Need Is EVERYWHERE...
Always Listen To Your Customer!
Stand Out as the Expert Advisor! Stand Out as the Expert Advisor! SEE CLIENTS ENTIRE PORTFOLIO of ASSETS Discover How Now! Where Client Control, Advisor Support and Technology Merges with THE O.E.P.T.
07/02/2021
, The Need Is EVERYWHERE...
The Need Is EVERYWHERE...
Stand Out as the Expert Advisor! Stand Out as the Expert Advisor! SEE CLIENTS ENTIRE PORTFOLIO of ASSETS Discover How Now! Where Client Control, Advisor Support and Technology Merges with THE O.E.P.T.
06/14/2021
Go From Cold to Gold
Go From Cold to Gold
Just wanted to make sure you received the recording from the webinar today :) Please feel free to share this with your colleagues, partners, or members of your team. Remember, with CSI, you qualify for up to 20% savings on our program. Just hit “reply” to this email or book a demo and I’ll sho...
05/13/2021
, Cold To Gold LIVE Webinar
Have you checked this out?
5X Your Return on Marketing Spend - Complete Strategy Cold To Gold LIVE Webinar Greetings! What if you could 5X Your Return on Marketing Spend? You can. All you need to do is follow the digita
05/12/2021
, Cold To Gold LIVE Webinar
Have you seen our latest news?
5X Your Return on Marketing Spend - Complete Strategy Cold To Gold LIVE Webinar Greetings! What if you could 5X Your Return on Marketing Spend? You can. All you need to do is follow the digita
![[[FIRSTNAME OR ""]], Cold To Gold LIVE Webinar](https://img3.juridipedia.com/913/432/292992629134322.jpg)
05/11/2021
, Cold To Gold LIVE Webinar
[[FIRSTNAME OR ""]], Cold To Gold LIVE Webinar
5X Your Return on Marketing Spend - Complete Strategy Cold To Gold LIVE Webinar Greetings! What if you could 5X Your Return on Marketing Spend? You can. All you need to do is follow the digita
05/10/2021
, Cold to Gold
Have you checked this out?
How to Move Prospects From “Cold to Gold” Move Prospects from "Cold to Gold" Greetings! What’s the fastest path to convert a prospect into a client? Or what about a cold prospect who gives you their
05/10/2021
#1 Password Manager & Vault App, Enterprise SSO & MFA | LastPass
Are you tired of always having to remember your passwords to the 100's of sites you visit? Problem solved and learn more below.
Try the best password manager for free! Generate strong passwords and store them in a secure vault. Now with enterprise SSO and adaptive MFA that integrates with your apps.
05/07/2021
, Cold to Gold
Have you seen our latest news?
How to Move Prospects From “Cold to Gold” Move Prospects from "Cold to Gold" Greetings! What’s the fastest path to convert a prospect into a client? Or what about a cold prospect who gives you their
![[[FIRSTNAME OR ""]], Cold to Gold](https://img5.juridipedia.com/945/699/289765859456999.jpg)
05/07/2021
, Cold to Gold
[[FIRSTNAME OR ""]], Cold to Gold
How to Move Prospects From “Cold to Gold” Move Prospects from "Cold to Gold" Greetings! What’s the fastest path to convert a prospect into a client? Or what about a cold prospect who gives you their
05/02/2021
New and improved
05/01/2021
#1 Password Manager & Vault App, Enterprise SSO & MFA | LastPass
Are you tired of having to remember more passwords than you can shake a stick at? Learn about the LastPass... and how you'll only need to remember ONE password FOREVER!! https://lastpass.wo8g.net/eStatePlanTM
Try the best password manager for free! Generate strong passwords and store them in a secure vault. Now with enterprise SSO and adaptive MFA that integrates with your apps.
04/27/2021
We create client-facing educational videos for Advisors, Producers, and Agents across the country.
Whether agents think they need to add estate planning to their practice or not, the numbers don’t lie. We’ve learned that our proprietary process and platform is exactly what end-user clients have been dreaming of when they go through our estate planning process.
What does it do for Advisors and Agents Alike?
1.) Elevates The Clients’ Experience
This will lead to more referrals and introductions to leverage your already existing clientele. It will also uncover assets that most agents don’t even know that the client has.
2.) Create Professional Contrast
This alone is how the question of “What makes you different?” gets answered by agents and advisors.
3.) Competitor-Proof Your Ideal Clients
This is the #1 issue and concern facing agents and advisors today. You’ve worked hard to turn a prospect into a client. This process will cement those clients in perpetuity and help them become AAAA Clients.
Find out what a 4A Client is when you get book time with us.
04/23/2021
Jon Garland-Sutter, Doubling His Income During The Pandemic - Health and Wealth Podcast with Carter & Tim - Omny.fm
Check it out!
Episode 14 - Jon Garland-Sutter has been in the financial services business for nearly 20 years. His career started as an agent in central Illinois for a national health insurance company. He spent over 10 years as a top agent and agency manager, helping mold agents to take care of their clients the...
04/09/2021
Announcement: Help Your Clients Leave Behind Their Values
Announcement: Help Your Clients Leave Behind Their Values
Give This Gift To Your Clients And Leverage Our Living Legacy Project ANNOUNCEMENT: Introducing Legacy Stories "Wealth, divorced from the wisdom that created it, is too often wasted by heirs."- Tom
02/21/2021
Health Is Wealth | The Health and Wealth Podcast
Be one of the first to follow our FB and IG pages for a chance to win $1000 CASH 💰
IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! Make sure to follow, share, and like for immediate access to this priceless information
02/20/2021
This is the guest appearance where our Founder and CEO- was featured on the podcast show.
Listen to the entire episode with the
02/18/2021
An honor to be a guest on this great podcast show🎙
02/13/2021
CSI Financial Group is proud to feature David and Lisa Camacho of LEGACY DLC in San Antonio.
David and Lisa are helping to deliver true peace of mind to their clients when they enlighten, educate, and empower them with comprehensive Family Succession Planning.
They have fully embraced the Advisor Partner Platform that enable them to become the Personal CFO and steward , for the households that they serve, through retirement and beyond.
To learn more about how they can guide and assist you with their complimentary “estate planning” presentation they make available everyday on their website:
www.legacydlcinc.com
01/21/2021
Beth Greer, Activating Your Stem Cells Naturally On A Budget
My Co-Host of The "Health and Wealth" podcast, Tim James, has just dropped his most recent episode of his "Health Hero Show" podcast. Check it out now for invaluable information for helping your personal health.
Episode 47 - Beth Greer, aka the Super Natural Mom®, is a stem cell activation advocate, is the best-selling author of "Super Natural Home," a toxin-free liv...
11/10/2020
Solve Client Acquisition Challenges!
Have you seen our latest news?
More Opportunities Solve Client Acquisition Challenges! Greetings! Here Is Another Great Way To Solve Your Client Acquisition Challenges! What if you could get 100% EXCLUSIVE, high-intent, super-quali
11/03/2020
Solve Client Acquisition Challenges!
Solve Client Acquisition Challenges!
More Opportunities Solve Client Acquisition Challenges! Greetings! Here Is Another Great Way To Solve Your Client Acquisition Challenges! What if you could get 100% EXCLUSIVE, high-intent, super-quali
10/14/2020
csifinancialgroup updated their business hours.
csifinancialgroup updated their business hours.
10/14/2020
What is a PDO you ask?
https://myemail.constantcontact.com/Estate-Planning-ISN-T-Just-For-Millionaires-And-Billionaires.html?soid=1120010831540&aid=ZlBHSg12ii0
10/12/2020
🎥We create client facing educational videos for Advisors, Producers, and Agents across the country. (Ex. Below)
We are the OEPT (Outsourced Estate Planning Team) that works collaboratively with independent agencies and advisors.
Whether agents think they need to add estate planning to their practice or not, the numbers don’t lie. We’ve learned that our proprietary process and platform is exactly what end-user clients have been dreaming of when they go through our estate planning process.
🤔What’s it do for agents?
1.) Elevates The Clients’ Experience
🔄This will lead to more referrals and introductions to leverage your already existing clientele. It will also uncover💰assets 💵 that most agents don’t even know that the client has.
2.) Create Professional Contrast
🏆This one thing alone is how the question of “What makes you different?” gets answered by agents and advisors.
3.) Competitor-Proof Your Ideal Clients
🥵This is the #1 issue and concern facing agents and advisors today. You’ve worked hard to turn a prospect into a client. This process will cement those clients in perpetuity and help them become AAAA Clients.
https://lnkd.in/gWU5UrG
10/07/2020
Top 5 Areas Where 401k Participants Want Help - 401K Specialist
What Are The Top 5 Areas That 401(k) Participants Want The Most Assistance?
The area where 401k participants say they could most use help is understanding how much they’ll need to save for retirement.
10/07/2020
Here is a preview but get the entire article
Editor’s note: This content is sponsored by Acts Retirement-Life Communities.)
Retirement planning can be an exciting time, as you can see the life you’ve worked so hard to create begin to come into existence. It can also be fraught with anxiety about unforeseen pitfalls or insufficient preparations.
Since the consequences for even the smallest mistake could end up feeling dire when it comes to how you can spend and access your retirement income, we want to alleviate your anxiety as much as possible. To better foresee hard-to-spot problems and better understand how to avoid or adapt to problems that do arise, here are seven of the most common mistakes people make while planning their retirement.
🤔1. Not Thinking Ahead When It Comes to Inflation🤔
For most of us, the amount of money we earn during our time in the workforce kept ahead of the rate of inflation, because inflation doesn’t typically outpace wages.
But when you retire, this changes. Your income (other than from Social Security) often becomes fixed. Suddenly, this means that inflation can all too easily become an issue, especially if your budget took into account costs at the time of planning, not 10 or more years after retirement. Make sure you consider rising costs when calculating for how far you can stretch that retirement income — a hundred dollars might have a certain amount of buying power today, but it’s a certainty that it won’t have as much buying power a decade or even five years from now.
💡2. Not Estimating Your Needs Accurately💡
Many retirees end up lowballing their financial needs over time, and that can be disastrous. If you’re looking forward to maintaining your standard of living once you punch that time clock for the last time, you’re going to need to find a replacement for anywhere between 80% and 90% of your pre-retirement income in order to live comfortably.
If you don’t have plans in place to replace that, you may run into financial problems somewhere down the line when you start living beyond your means. This might require you to completely upend your living arr...
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09/29/2020
Who and Why BRIDGE?
We know it’s important for you to stay connected to your customers, now more than ever. Work with us to reach real people at home looking for safe, convenient ways to maintain continuity in their daily lives.
CSI Financial Group has partnered with Bridge to bring you a partner who knows where your next client is coming from.
Recently ranked #1🏆 in Consumer Data by Truth Set, they are going to make you a rock star vs. your competition. Learn more with the
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09/27/2020
When the inevitable happens for all of us, only two plans will be “kicked” into gear.
1.) Your Plan
Or
2.) Your States Plan
You can make the decision proactively or potentially cause family fracturing that will never be healed as chaos will ensue.
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Phoenix, AZ
85028
Opening Hours
| Monday | 6am - 6pm |
| Tuesday | 6am - 6pm |
| Wednesday | 6am - 6pm |
| Thursday | 6am - 6pm |
| Friday | 6am - 6pm |
| Saturday | 10am - 2pm |
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Videos
🎥We create client facing educational videos for Advisors, Producers, and Agents across the country. (Ex. Below) We are the OEPT (Outsourced Estate Planning Team) that works collaboratively with independent agencies and advisors. Whether agents think they need to add estate planning to their practice or not, the numbers don’t lie. We’ve learned that our proprietary process and platform is exactly what end-user clients have been dreaming of when they go through our estate planning process. 🤔What’s it do for agents? 1.) Elevates The Clients’ Experience 🔄This will lead to more referrals and introductions to leverage your already existing clientele. It will also uncover💰assets 💵 that most agents don’t even know that the client has. 2.) Create Professional Contrast 🏆This one thing alone is how the question of “What makes you different?” gets answered by agents and advisors. 3.) Competitor-Proof Your Ideal Clients 🥵This is the #1 issue and concern facing agents and advisors today. You’ve worked hard to turn a prospect into a client. This process will cement those clients in perpetuity and help them become AAAA Clients. https://lnkd.in/gWU5UrG #insuranceagents #financialadvisors
When the inevitable happens for all of us, only two plans will be “kicked” into gear. 1.) Your Plan Or 2.) Your States Plan You can make the decision proactively or potentially cause family fracturing that will never be healed as chaos will ensue.
The Beneficiary Liquidity Plan™
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