Joel Williamson, CLU

“Although I have left several times, I keep returning to as it is a great value and provides the rep a quality presence on the web. I have been in the financial services industry for 41 years and find that is one of the best third-party references that I can have to help market my practice.”

“The value to benefit ratio, in my opinion, is out the roof. Where else can you have your own personalized back office that provides superior marketing support materials for a little over $1.00/day?!? makes available at your fingertips professional high-end print materials in vivid colors and videos that can be delivered to interested prospects simply by one click of your mouse and there are at least 3 booklets (unique pieces), that the client self-orders. Plus, a member has the ability to share more than 100 of these informational pieces via Facebook, Twitter, LinkedIn, or email.”

“If you are working on a limited budget, you need to purchase a membership to so that you can have a window to the web with the website personalized for your agency.”

“So here is the bottom line: I highly recommend the services provided by If you plan on being in the financial services industry, then you must have this service as it will help your organization’s reputation as a professional financial advisory service.”

Joel Williamson, CLU
Financial Professional