The CSI Difference

  • Elevate the Client Experience

    We harness the strengths of independent estate and financial planning professionals and connect them with leading-edge innovation and proprietary technology.

  • Create Professional Contrast

    CSI Financial Group is transforming the way insurance agents and financial advisors are supported. Our Advisor Partner Network sets us apart from every other IMO in the country.

  • Competitor-proof Your Ideal Clients

    Product is NOT the unmet need in our industry. We've developed a suite of financial tools and strategies for advisors to generate introductions and retain clients.

Course curriculum

  • 1

    First Steps

    • First Steps to Get Started
  • 2

    Welcome to our Advisor Partner Platform, aka the "APP"

    • Understanding CSI's Process
  • 3

    Why CSI: PDO vs. IMO

    • CSI Mission Statement
  • 4

    OEPT: Outsourced Estate Planning Team

    • OEPT: Outsourced Estate Planning Team

    • Outsourced Estate Planning Team & Mentors
  • 5

    Process, Not Product

    • Product is Not the Unmet Need

    • Product is Not the Unmet Need
  • 6

    eStatePlan(TM)

    • Estate Planning with eStatePlanTM

    • Estate Planning with eStatePlanTM
  • 7

    People Without Estate Plans

    • Why People Don't Have an Estate Plan Yet

    • Why People Don't Have an Estate Plan Yet
  • 8

    New Roth Conversion

    • Divorce the IRS (A)

    • Divorce the IRS (B)

    • Divorce the IRS
  • 9

    Starting Out

    • The Starter Package

    • The Starter Package
  • 10

    Marketing & ROI

    • Marketing & ROI

    • Marketing Program & Seminar ROI
  • 11

    Strengthen Your Belief

    • Strengthen Your Belief