David Foster
Founder and Financial Advisor
October 10, 2025
Wealth building and retirement optimization strategies
for business owners.
They're searching for a trusted life insurance agent in South Florida
Can you serve this zip code?
33109
They recognize themselves in one of these 5 areas...
They aren't aware of their desire or their need to solve the problem - or they won't admit it.
They know they have a problem to solve, but aren't aware of any specific solutions.
They know their is a solution to their issue, but they don't see of any product to solve it.
They know your product exists, but aren't completely convinced of all it can do.
They know of your product and what it does, but haven't gotten around to purchasing it.
They're at different stages of life...
- Baby
- Teenagers
- Career
- Marriage
- Home
Business - Divorce
- Health
- Death
They're coming from different sources...
Online Referral Leads
Offline Referral Leads
Tax planner. Financial planner . Retirement Planner. Investment Planner. Asset protection planner. Life insurance agent.