President

Randy Baxter is a professional advisor who specializes in assisting people in designing their estate planning portfolios.

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.

With forty years of experience working with clients, attorneys, CPAs, and licensees all over the USA using Family Estate Docs Software, Randy is in a position to help your clients and all financial service professionals, whatever their needs are 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 your financial services career with his coaching programs.

Estate planning is the new wave of the future for financial services organizations all over the USA. Learn from the best, use the best software, have the best price, and get unlimited coaching on demand by appointment.

It's a no-brainer!