image44

A Message from Joseph Morris, CBC 

Founder / CEO


“It's an honor to be leading our efforts to be “Best in Class” as a true “Agent Advisor” to the independent insurance agent and advisor community.  I'm very proud of the product & services we’ve put together at The Agents Advisor and TheAgentsAdvisor.com.   


With The Agents Advisor, an agent or advisor can start their career with us, grow their business with us and retire their business with us.  Beyond the great products and services, we truly are driven by EMPOWERING Independent Insurance Agents to reach a high level of success in their business – personally, professionally and financially.  


Reform & legislation, products & technology advancements in our industry have changed tremendously over the last 10 years.  Add in the fact that we have an aging distribution system – the average age of an agent is around 55 years old; The Agents Advisor is well positioned to "empower" new agents getting into the industry as well as existing agents in the business.  


Education, information, training, marketing, great products & solutions; along with the “how to’s” are key to growing an agency's long term revenue growth.  Our online portal and the resources in it will be a great “back-office” tool for our agent & advisor clients.  We are very proud of our vision, strategy and those who have found value in it.  Our growth strategy is based upon the “value” and “substance” that we provide with CONSISTENT RELIABLE SOLUTIONS to independent agents & advisors.” 


We appreciate the Trust, Confidence & Business you place with us!


Let's GROW TOGETHER!

image45
image46

Experience You Can Count On

The Agents Advisor, LLC is a national Agency Advisory that provides “all things” including:

  • Licensing & Continuing Education
  • Professional Designations
  • Branding, Marketing & Media
  • Product & Sales Training
  • Agency Development & Revenue Building Strategies
  • Agency Lending & Financing
  • Tax & Legal Resources
  • Agency Succession Planning


We train, support & mentor a national network of insurance agents and financial advisors that sell insurance & financial planning products in the Health, Senior, Employee Benefits, Life and Annuity product markets. 


IT STARTS WITH OUR LEADERSHIP


Joseph Morris, CBC is no stranger to his role as CEO of The Agents Advisor.  A 28 year veteran in B2B / B2C Sales, Marketing, Organizational Leadership and Strategic Planning with a successful demonstrated history within the insurance industry.  His previous roles working in the IMO / FMO, Carrier and Independent Broker Channel brings strong professional skills and experience in Agent-Advisor Recruiting, Training and Business Development in the Employee Benefits, Medicare, Medicaid, Health Insurance, Life Insurance & Annuity markets. He leads the company’s vision, strategy and long-term growth in supporting independent insurance agents and advisors throughout the U.S. market.  


Prior to taking the leadership role at The Agents Advisor, he spent 7 years as the National Marketing & Training Director at a National FMO.  There he built a network of 7,800 independent agents & advisors in his downline network.  


In addition to his experience, he has been a featured speaker at seminars and workshops across the nation and has created several selling strategies (The Win Win Senior Solution, Solving for IRMAA, The ACA Alternative and The NEW Medical Savings Plan) that have dramatically increased revenue for hundreds of agencies throughout the US .  Plus, he has developed agency marketing campaigns and business development programs for his producing agents & advisors that are used on Social Media, Radio, Print Advertising and Television Commercials. 


His weekly broadcast on Advisor TV and Advisor Radio can be viewed & heard live or on demand on YouTube and Facebook.


The best way to get started with The Agents Advisor is by getting started TODAY!


Join Us!

Grow with Us!

Succeed with Us!

More Agents Rely on Us for Product Training, Sales Strategies & Agency Building!

We are  AGENCY BUILDERS

We help agents GROW THEIR BUSINESS


How?


CONSISTENT

RELIABLE

SOLUTIONS


If you're serious about growing your business, contact us today!


Call Us Today!

317.698.3357


Email Us at:  

Info @TheAgentsAdvisor.com


Let's GROW TOGETHER

image47
image48
image49
image50