Family Tree Asset Positioning 

Do It Your Self Estate planning course

THANK YOU FOR YOUR PURCHASE

Randy Baxter is a professional advisor who specializes in assisting people design their estate planning portfolio.

He received his BS in Education from the University of Tennessee in 1977 and taught elementary and college for six years. He entered the financial services industry in 1983 with the New York Life Insurance Company and began work as the training supervisor of the East Tennessee offices in 1985. His status as the go-to person for product knowledge and plan design helped him realize that to help the most people, it was best to work as an independent trainer with agent responsibilities and specialize in Estate Planning Design. In 1987, he opened Asset Positioning Services, an independent estate planning organization.

Thirty-nine years of experience working with clients, attorneys, and CPAs and credentials from “Estate Docs” Pro as a White Label Distributor called Family Estate Docs have placed Randy in a position to help his clients and all financial services professionals whatever their needs in wealth accumulation, preservation, and distribution.

As author of the book, APPROACH PLAN SUCCEED, and originator of the GO TO first interview for estate planning, “Family Tree Asset Positioning, Randy is in a position to secure the desires of his clients and enhance the value of other financial services providers with his coaching programs.

All content Copyright © 2022, Asset Positioning Services.