American Prosperity Group Franchise

Last Updated on July 22, 2012 by DeanR

American Prosperity Group Franchise

American Prosperity Group is a franchise for a premiere retirement and estate planning business. It was founded in 1991 by Mark E. Charnet. He’s a financial planning expert.

He has had over 25 years in the industry. The birth of APG started when Mark noticed how employers shifted to getting their employees health care and retirement funding. He also observed that a lot of people who had wealth are not well informed on how to preserve it and protect it from taxation especially during the recession period. Their main market targets are the seniors in the known group “The Greatest Generation”. They will be leaving about $18 Trillion to the “Baby Boom Generation” but this would only be possible if they are able to protect their wealth for their heirs.

What products and services do they offer at the American Prosperity Group?

They have estate planning, retirement planning, non-qualified deferred compensation programs, small business owner retirement planning, incapacity plans, pension and profit-sharing plans, private pension plans, key-person loss indemnification, executive salary continuation programs, buying and selling funding plans, charitable gifting strategies, college funding programs, health insurance, life insurance, and long-term care insurance. They also have The Trinity Method of Investing and the 2% Solution. They have people who are experts on giving advices on how to invest based on their situation, needs, and age. In this method, they will be discussing your portfolio. Your portfolio contains the sum total evidence of all that you have accumulated during your working lifetime. They will help you check if it’s safe from diminishing to 5 things: Lawsuit Liability Risk, Health Care Expense, Nursing Home or Custodial Care, Taxes and Death, and Market Losses. They will help you protect this, invest it, and even improve your way of life.

Costs and Requirements Associated with Running an American Prosperity Group Franchise

You need to have a net worth of $250,000 and a total liquid asset of at least $100,000. Expect to be investing about $76,000 to $119,000. The American Prosperity Group franchise fee is $50,000 with an on-going royalty fee that varies. This is for a renewable 15 year term agreement. This business can be run from home and no need for employees.

What’s included in the franchise package?

There will be 4 weeks training at the headquarters and 1 week at your location. You will also receive an operations manual that contains daily procedures to help guide you in running the business. You will have access to a company intranet system where you’ll find bulletin boards, company announcements, articles, ideas, discussions, and newsletters. This is also where you can download updated forms, software, audio, and product information that you can use as tools. This is where you’ll find a year-to-date financial reports. Another helpful aid when you do presentations to your client is their website. It has informative newsletters, articles, a glossary of financial terms to help them understand better, and the financial calculator. Part of the package is the occasional visits from a representative to help you track your progress. For marketing, you will be provided with advertising and multimedia materials that can be used in different media. It can be used as newsletters, flyers, and other publicity materials. Also included are co-op advertising, ad slicks, and national media.

Contact Details

You May Reach Them At:

Address: 3 Sunny Knolls Ct. Wayne, New Jersey 07470

Phone: (973)831-4424 or (877)885-1274

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