Oscar Toledo is a National Vice President of Sales for Partners Advantage. Agents and advisors turn to Oscar when they want someone with nearly 25 years of experience in the industry, not only as a business consultant but as a personal producer as well. Having qualified for Million Dollar Roundtable for several consecutive years, he knows what has to be in place for agents and advisors to produce at that level.
Oscar is relentlessly helpful to any agent he brings on — he maintains extensive product knowledge so you don’t have to and he shares innovative sales concepts that keep you competitive, like the PILLAR system he co-created – a practice management and client seminar system now used by many financial professionals.
You may see Oscar giving keynote speeches or authoring articles in industry publications on annuities, life insurance, linked benefits, and sales best practices as he believes these key areas are the foundation for growing your business to that next level.
When you work with Oscar, he asks lots of questions to identify any obstacles that are standing in the way of success and then he provides what you need to achieve the sales goals in your business.
To Oscar, life isn’t just about hitting sales goals though, it’s also about enjoying the results of the work you put in and so travels often, creating memories with his wife and three daughters.
Email: otoledo@partnersadvantage.com
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Most producers believe seeing more leads is the best way to grow and revolutionize their business. However, what’s more important is having a way to consistently convert your leads into clients. That’s how you can transform your business and transition to a more confident financial professional.
And we’ve been quietly building, testing, and refining a comprehensive practice management program to solve this problem and now, we’re ready to help you accomplish amazing results with it too. We’ll walk you step by step through the process so that you can improve your marketing and branding, as well as refine your client acquisition and client experience. This includes all the little details that make a big difference in your business that no one’s shared with you… Until now. Whether you’re just starting out or are a seasoned financial professional, we can help you Elevate Your Business.
Schedule a 15-Minute
Discovery Call to Better Understand
Exactly How We Can Help
Elevate Your Business.
During Our Analysis Process,
Together We Review
What You're Doing Well,
What You Should Modify and
What You Should Add to
Enhance Your Overall Practice.
During the Action Plan,
Over a Period of a Few Weeks
We Work Together to Help You
Execute and Implement
the Specific Strategies and
Tactics to Help Evolve and
Elevate Your Business.
As You Elevate Your Business
We'll Continue to Meet Regularly
To Keep Your Business Growing.
Plus, You'll Be Part of an Exclusive
Network of Like-Minded Financial Professionals Sharing
Best Practices So You
Can Evolve Your Business
Over Time.
More and more people today go online to research an advisor prior to working with them. If you have a website or social media account (Facebook), you need professional consumer-focused videos you can share. As a contracted producer, we provide you with 10 custom-created professional videos you can use. This valuable service will elevate your website and social media profile.
If word-of-mouth marketing motivates a purchase in four out of five Americans, do you have a process and the marketing materials you need to effectively generate more business through word-of-mouth? If you want a professionally designed marketing kit to use with prospects,
With the Financial Wellness@Work program, we've cracked the code on gaining access to worksites. In fact, the employers almost beg our financial professionals to come in and work with their employees. This program doesn't promote a product or worn-out sales pitch. It's a territory-protected, professional program that generates a constant stream of new prospects.
We don’t think it’s right that people can’t get out of debt. In fact, we show financial professionals how to help people get out of debt — generally in nine years or less — without spending any additional money or by changing their lifestyle. When a financial professional adds this strategy to their practice, they typically see a 30-50% increase in their life insurance production.
Learn about a break-away prospecting opportunity that gives you more qualified people to see. We know from first-hand experience that it generates results. As you know, some prospecting programs work better than others, and we're here to say that workshop marketing isn't dead. This program will change the way you look at seminar marketing.
If you’re frustrated with seminars that are a bust, we want to help. Seminars are one of the time-tested ways of reaching large numbers of qualified prospects in your area. But today, you can’t get the right people in the room the same ways you might have in the past. Learn about our program that will help you run a successful and cost effective seminar.
To successfully sell more life insurance, most financial professionals need tools that transform the IUL experience for prospects. Instead of only having a carrier illustration and product brochure, with Stonewood Financial you’ll be using compliance-reviewed content and tools that have generated more than $137 million in IUL production.
Without your help and guidance, most clients don’t realize when they’ll run out of money in retirement. With this robust tool, you show prospects “the big picture” of what’s missing in their financial strategy and how they can work with you to achieve their retirement objectives.
How do you help your clients select the crediting options in their Fixed Indexed Annuities? It’s time you had a tool to help you solve the FIA allocation mystery! The reports you can prepare in this program could help you give your clients a more reliable strategy for allocating their money.
Michael Woods
Brokerage Manager - Annuity
888-251-5525 | Ext. 294
Email
Robert Anchondo
Brokerage Manager - Life
888-251-5525 | Ext. 108
Email
Bill Jackson
Director of Advanced Markets & Development
888-251-5525 | Ext. 361
Email
Lee Morris
VP of Underwriting
888-251-5525 | Ext. 199
Email
