Marketing

We invite advisors to talk with us for help in telling their story. We customize marketing materials to help build your brand and reach more prospects. You’ll find what you need in our robust marketing resources library:

  • Sales concepts
  • Advanced planning concepts
  • Case studies
  • Impaired risk fact-finders and questionnaires
  • Insurance company materials, including charitable planning, dynasty trusts, buy-sell reviews, estate planning, key person, college planning, pension max, etc.  
  • Personalized PowerPoint presentations
  • Quarterly newsletters

There’s also onboarding and carrier training, along with other educational events.

sales