Experienced Financial Representative
PLEASE SEE BELOW FOR SOME OF THE DIFFERENTIATORS THAT HAVE ALLOWED US TO
ATTRACT, GROW AND RETAIN OUR TEAM OF EXPERIENCED PROFESSIONALS.
We have access to the following:
Advanced Sales Team - Direct access to the team for case consultation and point-of-sale support, Case design and presentation, Consultation with strategic advisors - CPAs and Attorneys, 180 years of combined experience.
Accelerated EZ Underwriting - Cut your underwriting processing times and increase your conversion and placement ratios with accelerated underwriting available for all life products.
Diamond Club* – Exclusive membership perks including priority underwriting and concierge home office support.
CPA Advantage Program – Has helped Financial Professionals cultivate relationships with accounting professionals to grow their business for more than three decades.
CPA Symposium – Annual Event provides an innovative approach to helping Financial Professionals