Our exclusive marketing programs like our proprietary Tactical Overlay, Stop Loss Portfolios,

Seminar Marketing, Virtue Digital Marketing

and In-House Creative Department are world-class

systems designed to enhance and

outperform the competition.

Virtue Creative-Custom Branding

Branding goes way beyond just a logo or graphic element. When you think about your brand, you really want to

think about your entire customer experience. Everything from your logo, your website, your social media interaction, the way you answer the phone, to the way your customers experience your staff solidifies your brand.  In short, your brand is the way your customer perceives you. It is critical to be aware of your brand experience and to have a plan to create the culture that you want your customers to experience. A good brand doesn’t just happen. It is a well thought out and strategic plan.

Our in-house, award-winning creative department

at Virtue is second to none. Everything from banners

and websites to complete branding campaigns and

commercial video,  Virtue has what it takes to make your practice stand out above the rest.

For more information visit www.virtuecreative.org

Stop Loss Portfolios

Mitigate risk and achieve the growth you need with our Stop Loss Models. The goals of these portfolios are simple: One, achieve full diversification across all U.S. equity sectors. Two, help remove the emotional aspect of investing. Three, limit downside risk and participate during a market recovery.

We have exclusive access to 3 unique Stop Loss portfolios (Conservative, Moderate, and Aggressive) that can help in guiding us out of the way when the market is showing deterioration by employing our proprietary stop loss strategy. When the market is recovering we utilize our mechanical re-entry methodology.  We have a comprehensive marketing platform to help you prospect. You can watch a 2 minute whiteboard animation video explaining the stop loss models below or at www.stoplossportfolios.com.

Seminar Marketing

Full seminar system includes branded invitations, PowerPoint presentations, and step-by-step guides on what to do before, during, and after the seminar.

• IRA Income Planning & Tax Reduction - This seminar remains our #1 seminar, as it is simple and effective.

 The IRA Seminar highlights five important topics that include creating an income plan for life, taking control of your future retirement account tax liability, leveraging the tax code, properly titling your accounts, and protecting assets.

• Managing Risk in 2022 - This seminar was created when life changed in 2020 with the coronavirus pandemic and the volatility the market experienced. The seminar discusses how retirement assets and legacy plans could be at risk and strategies to help protect your assets from a market downturn. The seminar also teaches how stress testing a portfolio can help determine how someone’s existing portfolio would perform during past market crashes and see if their current investments match your Risk Tolerance.

Discussed are Bonds, interest rate risk and Credit risk and the strategies that may smooth out the return pattern and provide downside protection and allow consistent retirement income for life.

• Women, Wealth and WIne - This seminar dives into some of the challenges many of today’s women face including longevity (typically outliving their spouse) and caregiving for their children/ grandchildren and parents. We also discuss financial planning techniques, investment, and social security election strategies.

• Retirement Answers 101 - A comprehensive class on retirement hosted on college campuses with 6 hours of course material to be spread out over 2 or 3 sessions. This course is intended to provide pre-retirees and retirees with a better understanding of the many financial planning areas that need to be considered as they enter into or maintain the lifestyle they have become accustom to during their retirement years. For more  information visit www.whyra101.com

• Social Security Optimization - The Social Security Seminar highlights eight important topics related to your  Social Security benefits.

• Successful Retirement Strategies - This seminar remains one of the most informative  and entertaining seminars.  It’s a comprehensive review of topics facing retirees today: Taxes, investments, long term care, legal issues, and procrastination.

• Financial Decisions After a Loss of a Loved One - This seminar highlights organizing important documents,planning tips, tax considerations, inheriting both qualified and non-qualified assets, settling an estate, important steps to take in preparation to the loss of a loved one, and the necessary action steps following the loss of a loved one.

• VCM 5 Tactical Investment Strategies – This seminar highlights how unique independent IARs are compared to their big name competition. During the presentation attendees will learn how active and passive  investment philosophy differ and receive an overview of our separately managed strategies.