csifinancialgroup

csifinancialgroup CSI Financial Group was formed to recreate an antiquated industry to solve problems for Advisors and
(2)

Given that June is Annuity Awareness Month, we thought now would be a great time to share an overview of this investment...
06/03/2024

Given that June is Annuity Awareness Month, we thought now would be a great time to share an overview of this investment type, which has grown in popularity in recent years.

Swipe for more information ➡️ Have questions? Reach out to us — we’re here to answer your questions.

Giving to causes you care about not only supports impactful organizations but also brings financial and estate benefits....
05/21/2024

Giving to causes you care about not only supports impactful organizations but also brings financial and estate benefits.

Swipe through to explore smart ways to enhance your charitable giving! From donating appreciated assets to strategic timing with donor-advised funds, there are many paths to impactful generosity.

Reach out with questions or to discuss more about charitable giving. Our team is always ready and willing to help.

Are you aware of the tax brackets for tax year 2024? While most eyes right now are on the tax year 2023 deadline, it’s w...
05/06/2024

Are you aware of the tax brackets for tax year 2024? While most eyes right now are on the tax year 2023 deadline, it’s worth reviewing the changes coming for next year’s taxes, filed in 2025.

Swipe through for an overview of this information, which could have a big impact on your financial game plan! 📊

On that note, now is an excellent opportunity to strategically maximize your investments. If you have questions or want to dive deeper into this, we’re here to help 🤝 Reach out anytime!

Life insurance isn’t just a smart choice. It’s a crucial step in securing your family’s financial stability and peace of...
05/06/2024

Life insurance isn’t just a smart choice. It’s a crucial step in securing your family’s financial stability and peace of mind.

Unfortunately, 52% of Americans avoid life insurance because they think it's too expensive. What’s more, 82% significantly overestimate its cost, often guessing three times higher than the actual figures.

Let’s look at the real numbers: As of April 2024, the average cost for a healthy 40-year-old purchasing a 20-year, $500,000 term life insurance policy is about $26 per month ($312 per year). However, a 30-year-old woman might pay approximately $205 per year for the same policy, while a 30-year-old man might pay around $352 per year.

Understanding these variations underscores the importance of getting a personalized quote that fits your unique needs and budget. Don’t let myths deter you from this vital protection.

Contact our team today for an accurate, personalized life insurance quote. We’re here to help you find an affordable plan that delivers the security your family deserves.

This timeless proverb reminds us that every great achievement starts with the decision to try. Whether it's pursuing a d...
05/06/2024

This timeless proverb reminds us that every great achievement starts with the decision to try.

Whether it's pursuing a dream, starting a new project, or embarking on a personal transformation, the first step is often the most crucial. Let's embrace the courage to take that initial leap, knowing that each small step forward is a part of a much larger journey.

What journey are you starting today? Share your first steps with us! 🌟

Have you ever asked yourself this question?
02/06/2024

Have you ever asked yourself this question?

North American Charter Plus-CSIFG

We have a huge announcement coming soon! Stay tuned...
06/07/2023

We have a huge announcement coming soon! Stay tuned...

Prospect Expectations
05/24/2023

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.

It’s hard to believe that 2022 will be coming to a close in just a few short months. October is National Estate Planning...
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.

CSI Productions https://hubs.ly/Q0168rSF0
03/17/2022

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.

In case you missed it!
07/20/2021

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.

My thoughts on why it's so critically important to have "estate planning" solutions for becoming a trusted advisor.
07/15/2021

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

What Makes You Different?
07/12/2021

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.

Always Listen To Your Customer!
07/06/2021

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.

The Need Is EVERYWHERE...
07/02/2021

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

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...

Have you checked this out?
05/31/2021

Have you checked this out?

Memorial Day Holiday Schedule
05/28/2021

Memorial Day Holiday Schedule

Have you seen our latest news?
05/28/2021

Have you seen our latest news?

Have you checked this out?
05/13/2021

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

Have you seen our latest news?
05/12/2021

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
05/11/2021

[[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

Have you checked this out?
05/10/2021

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

Are you tired of always having to remember your passwords to the 100's of sites you visit? Problem solved and learn more...
05/10/2021

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.

Have you seen our latest news?
05/07/2021

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
05/07/2021

[[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

New and improved
05/02/2021

New and improved

Are you tired of having to remember more passwords than you can shake a stick at? Learn about the LastPass... and how yo...
05/01/2021

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.

We create client-facing educational videos for Advisors, Producers, and Agents across the country. Whether agents think ...
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.

Address

Phoenix, AZ
85028

Opening Hours

Monday 6am - 6pm
Tuesday 6am - 6pm
Wednesday 6am - 6pm
Thursday 6am - 6pm
Friday 6am - 6pm
Saturday 10am - 2pm

Telephone

+18883166040

Alerts

Be the first to know and let us send you an email when csifinancialgroup posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to csifinancialgroup:

Share