Great Title...?

[Newby]

Director of Retirement Security

 

[xrac]

I still like Frank's "Your Insurance Agent".

 

[DHK]

If you are an insurance agent, then say insurance agent.

Honestly, the titles can be very vague and over the top. Financial consultant, financial planner, and etc?

Just like someone mentioned before, that could be lawyer, accountant, tax professional, investor, etc.

When **** hits the fan and you need tax deductions and everything, and your accountant says "you need some life insurance or annuities" then the person will look for an insurance agent. The financial planner doesn't come across as being able to do the same things.

I'm also a very straight and to the point kinda person.

I'm tempted to put on my card "willing to earn your business no matter how many times I have to sell my mother to do it" but it seems too long to fit. So instead I just put "Insurance specialist" and on the card "home, auto, life, business, and more!" That way if someone needs to talk to an insurance agent, personal or commercial, someone knows they can talk to me.

Normally, I would be in 100% agreement. However, I did reply based on the OP's specialization. Your post does not necessarily specialize in a particular strategy or profile. Just a product line.

There's no reason why an agent can't have multiple business cards. For circles of influence with people of substance (attorney, CPA, etc.)... use a company standard card.

But when you're at a mixer (or some other business event) and you (may) want to capture someone's interest in what you do... and you do something unique... then you need to do things differently.

I would recommend this recording for more information on business cards, working a room and filtering out time-wasters:
Welcome to MDRT

 

[crimsontideagent]

Going to leave off title as we are adding more people... And am replacing individual title with company "tag line"...

Here are some...

Grow. Protect. Preserve.
Never. Lose. Money. Again.
Advanced Retirement Design
Advanced Financial Design
The Safe Money ___________
Risk Free Retirement Design

 

[ctg]

Retirement Strategist?

 

[Larry Tew]

I don't use a title. Under my logo my tag line is "helping you reach your full potential". When I use the tag line without the logo it reads "helping you reach your full financial potential".

 

[djs]

Ironically, none of these titles are allowed if you are securities licensed. There is probably a point there somewhere, not sure whether its better to be non-securities licensed or if its I wonder how much financial work is done if you don't have a securities license.

I would remove the extremely subjective titles, like 'Risk-Free', since there really isn't such a thing, and you don't deal with opportunity risk. Same with 'Never Lose Money Again', hmmm, sounds like a E&O claim coming in the future. I played BlackJack last night and lost $20. Are you going to cover this for me?

Dan

 

[crimsontideagent]

Ironically, none of these titles are allowed if you are securities licensed. There is probably a point there somewhere, not sure whether its better to be non-securities licensed or if its I wonder how much financial work is done if you don't have a securities license.

I would remove the extremely subjective titles, like 'Risk-Free', since there really isn't such a thing, and you don't deal with opportunity risk. Same with 'Never Lose Money Again', hmmm, sounds like a E&O claim coming in the future. I played BlackJack last night and lost $20. Are you going to cover this for me?

Dan

Agree Dan. I think the same about using the word "never". Too much what if's down the road. Too subjective.

Leaning toward something with design in it.

 

[billberry12]

"I help you design your financial future"

Financial Designer

Estate Designer

Legacy Designer

Retirement
Designer

I think I like "Legacy Designer". Seems like that would creat curiousity.

 

[crimsontideagent]

Thanks Bill - good ideas