Our Services
Custom Designed Solutions
We work with you on case design and product choice to make sure your clients receive the best possible solution for their situation. We use multiple carriers for both disability and long term care products, so that you can provide your clients with the product that best fits their needs. Regardless of what other agents might show, you will have a proposal that allows you to compete for and win the case.
Our support will help you with every step of the process, from submitting a quote request on-line, to pre-underwriting, to choice of carriers and products, to help with point of sales, to completing the application, to updating you on where your client’s application is in the underwriting process.
Training Seminars/Sales Support
- Proper use of disability and long-term care insurance within a financial plan.
- Business disability insurance products and proper use within a business continuation plan.
- Disability insurance guarantee issue programs.
- Customized large-case design for both long-term care and disability insurance.
- Cross-selling opportunities with disability and long-term care insurance.
- Understanding the tax consequences of disability and long-term care insurance products.
- How to market the individual/group combo.
- Long-term care insurance in the workplace.
- Long-term care as a supplement to or a replacement for traditional disability insurance.
Administrative Services
- New business processing and underwriting follow-up.
- Contracting and licensing.
- Policy service relating to inforce business.
- Underwriting and issue procedures.
- Weekly status updates emailed to you on cases in underwriting.
- Download all necessary forms as well as marketing material from our website.