Agent Services

Marketing & Resources


 

  • Concept strategies
  • Webcast and Seminar Training
  • Carrier and industry updates
  • Product updates
  • Illustration support
  • Consumer ads and approach letters
  • Product and concept coaching
  • Annuity Spreadsheets
  • Impaired risk underwriting
  • Sales ideas
  • Concept specific sales packages
  • User friendly web site packed with tools you can use
  • Advanced Sales Concepts
  • Business Insurance Concepts

Products & Concepts You Can Use


 

  • Term
  • ROP Term
  • Fixed, Indexed and Immediate Annuities
  • Fixed and Indexed Universal Life
  • Long-Term-Care Insurance
  • Supplemental Retirement Plans
  • ROP Gifting Strategies
  • Business Insurance
  • Estate Planning
  • Policy Reviews
  • Linked Benefits
  • Trust Owned Life Insurance
  • Conversions
  • IRA Planning - Beyond the basics
  • Life Insurance as an Asset Class
  • CD Alternative
  • Premium Financing
  • Life Settlements
  • Disability Income