ANNUITIES & LIFE INSURANCE
From salesperson to CEO
Grow Your Practice™ with Impact
Salesperson to CEO
Your designated Sales Coach will be your own business coach, helping you get in front of prospects, recommending ways to reinvest into effective strategies, and improving the dynamics of your office. They’ll work along with your Advisor CMO and case manager, as well as our client case design team, to better serve you and your clients.
Client Case Design & Analysis
Have a tricky client case or difficult question come up about which product is best? Our case design team stays up-to-date on the latest product specs and fluctuations occurring in the market to best help you and your clients with custom illustrations and various case design options. We’ll help you create smart solutions for your client cases including:
Annuities
Life Insurance
Social Security
RMDS
Income Planning
Carrier Partnerships
We partner with some of the industry’s leading carriers so you can meet the needs of your clients with the best products available.
