Legacy Protection/
Estate Docs Pro

Mark understands what our advisors' needs are and he has dedicated himself to providing them with the ultimate solution. You will learn:

• Who Asset Marketing Systems is and what makes us tick.
• How our Business & Marketing Coaches are unlike others in the industry
• How our solutions will create lasting results

Bruce has served in the Financial Services industry for 21 years inspiring success and shaping the businesses of Producers and IMOs nationwide.

Bruce's previous role as VP of Sales for Legacy Marketing Group, he was responsible for 25% growth of my territory, year over year.

Nothing brings Bruce greater satisfaction then rolling up his sleeves and working alongside a Producer who wants to bring his business to the next level. Helping to identify a Producer’s strength and then demonstrating how to capitalize on that strength, build off their passion, and focus on what is going to be the biggest revenue generator. Bruce helps Producers work on their business, not in their business.

Dee has over 30 years’ experience in the Financial Services Industry and holds an active insurance license, as well as Series 7 and 66 securities licenses. She has earned numerous designations, including her FIC, FICF, NSSA, CLTC, and RICP from the American College.

Dee started her career at E.F. Hutton/First Capital Life where she helped revolutionize the insurance industry through product development and agency building. She helped build the company from 18 employees to over 700 and was part of the team that brought Universal Life to the world. She was also a Council agent for New York life for many years.

Since joining AMS in 2002, Dee has earned the Business Consultant of the Year award, and she has a passion for helping advisors achieve their dreams. She has deep respect for the nobility of the profession and has built deep relationships with advisors across the country.

Dee has been married to her husband Ed for 38 years and they have two sons. She is actively involved in her church and in her local community.

Travis Fratini has embraced the Financial Services industry for over 15 years, with Life Insurance being his passion. He believes that the overall need for insurance to protect families, individuals, business owners and their employees has never been more important than it is today. Travis’ extensive knowledge of the industry has come from working in almost every area of the business, from providing Insurance for his clients, wholesaling for a top-rated Life and Annuity Company, to running a Life and Annuity division for a large IMO in California. In his current role at NIW he is excited to bring a leading edge, innovative Premium Finance strategy to change the way clients perceive and address retirement income savings through providing more money, more protection, and more confidence for their retirement future.

With her extensive hospitality experience (she even worked with the San Diego Chargers), Lexie brings her attention to detail and multi-tasking talents to the ever-changing world of marketing needs; whether this be for Asset Marketing or a specific advisor.

Lexie received a Bachelor’s of Arts from the University of Kentucky in Integrated Strategic Communications. She started with Asset Marketing Systems in 2016 and has been responsible for directly supporting Financial Advisors in developing, implementing, and analyzing marketing strategies to help increase client acquisition. As Assets Senior Marketing Consultant, Lexie also works closely with the Business Consultants and Executive team to help develop and implement business driving concepts for the company and the asset advisor community. In her free time she enjoys traveling, hiking, sports and exploring hidden gems in the San Diego area.

Frank is a seasoned business veteran and entrepreneur with extensive experience at all levels of the corporate enterprise. Spanning the past 40-years, Frank founded seven companies encompassing business disciplines ranging from manufacturing to setting up national sales and distribution programs for products and services.

Frank’s accomplishments include conceptualizing and launching one of the first sports talk health-related radio programs in the U.S. Frank also founded and led to market prominence one of the first direct response television infomercial production and sales companies in the U.S. and founded an Internet based business featuring Legendary National Football League Hall of Fame coach Tom Landry as it’s spokesperson.

Community service is part of Frank’s philanthropic commitment. His involvements include serving as a board member of the Arizona Chapter of the American Red Cross and as the Chairman of the 2016-17 Fiesta Bowl Committee.

With more than 20 years in the financial services industry I have never had access to a strategy that could differentiate myself from the next financial advisor. Now I have the ability to eliminate my competitors and truly provide my clients a solution that can go against any other strategy out there.

After presenting to a small business group, this tool lead to not only a conversion, but 13 new transactions and a pipeline of $3.5 million from just one meeting. The opportunities are endless and we are now receiving referrals from their networks. This tool has propelled my business overnight and has given me the momentum my practice needed.