SALES CONCEPTS
- Estate Planning
- Death Benefit Protection
- Business Solutions
- Premium Financing
- Long Term Care
- Linked Benefit Products
- Disability Coverage
- Annuity Maximization
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HIGHLY EFFICIENT BACK OFFICE OPERATIONS
- Effective Case Management
- Experienced Life Experts
- Advanced Sales JD's
- Underwriters On Staff
- Processing Expertise
- Top-of-Class Automation
- Industry-Leading Performance
- Turnaround Time
- Placement Rates
- Activity & Metrics Reporting
- Timely Reporting
- Submitted Case Counts & Premium
- Paid Case Detail
- Compliance & Security Standards
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Our agencies' life consultants have been trained to offer a consistent approach to helping advisors' clients protect and transfer their wealth. We understand the relationship between advisor and client and we serve as a strategic partner to bring the advisor life insurance expertise.
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