LDM & Associates

Our Mission

LDM & Associates Inc. is a dedicated team of professionals committed to empowering financial representatives and supporting them in achieving success with Afortus Financial. We do this by providing comprehensive training, resources, and support to help them grow their business and provide exceptional client service.

Who We Are

Founded by Lee Miles, a seasoned financial expert with decades of experience, LDM & Associates Inc. is an official Sales Area for Afortus Financial. Our team comprises experienced professionals who are passionate about financial planning, sales, and client acquisition. We understand the unique challenges faced by financial representatives in today's competitive market and are committed to providing tailored solutions to help them thrive.

What We Do

We offer a wide range of services designed to enhance your sales performance and client retention:

Sales & Marketing Support

• Training programs on traditional and long-distance selling
• Memorization techniques for enhanced client interactions
• Scripting and lead generation resources
• Webinar and video training materials
• Comprehensive sales toolkit with step-by-step contracting and client engagement strategies

Education & Development

• Educational materials and webinars on relevant financial topics
• Free downloadable resources and industry insights
• Million Dollar Baby Policy training and guidance
• Access to experienced mentors and regional managers

Client Support & Advocacy

• Dedicated customer service support to address your questions and concerns
• Access to online resources and tools
• Regular communication and follow-up to ensure your success

Our Vision

Our vision is to empower financial representatives to reach their full potential and build successful and sustainable careers with Afortus Financial. We are committed to providing them with the tools, knowledge, and support they need to thrive in the competitive financial services landscape.