Sales Support

Sales and Marketing Ideas and Concepts including Emails - "Quick Hits", Sales Meetings, Advanced Sales Ideas, and Creative Strategies

Life Insurance Competitive Intelligence:

  • Competitor Monthly Interest Rate Report - compares policy interest rates and changes of 20+ companies over previous 12 months
  • Side by Side comparisons of individual companies' product features.
  • Head-to-Head Comparisons across different funding options, ages, rate classes and cost differences.

Comprehensive / Competitive Illustration Design and Support for Life, Disability, Long-Term Care, and Annuities

Professional Case Design: We work with you to gather and analyze the clients' information and provide you with basic case illustration or work through advanced sales concepts to construct a comprehensive solution specifically tailored to your client's individual situation.

Annuities: Expertise, design and support across fixed, indexed and variable; Annuity Intelligence - Software offering comparative intelligence on certain types of annuities

National Design Team: This team is comprised of attorneys who provide advanced case design support, training and legislative monitoring, and compliance review. The attorneys on staff regularly speak to producers, staff, outside attorneys, accountants and other tax specialists throughout the country.

Business Owner Planning: Expertise and support in all areas of planning, including but not limited to: Succession planning, Planning Techniques, Buy/Sell, Key Person, Executive Compensation, Business Owner Exit Strategies, Technical Documents Summaries

Estate Analysis and Planning: Expertise and support in all areas of planning, including but not limited to: Trust and Will review, Wealth Preservation Techniques, Financial Modeling, Charitable Planning, Generation Skipping

Legal Document Review: of trusts and Wills, buy/sell agreements.