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Service is our No. 1 priority, and it starts with you. Our team of industry leaders with decades of experience is here to help you with every step of your journey, from sales and marketing to operations and business management. While the general consensus is that this industry falls short in technology and innovation, we don’t subscribe to that philosophy. We strive to consistently hire leaders from cutting-edge industries who bring with them varied expertise, innovative thinking, and a new perspective — helping us become one of the fastest growing IMOs.
Wes W. – $32MM Producer
Our dynamic operations team not only helps advisors get appointed quickly and paid faster but also routinely submits all new business in 98+ percent good order, accelerating the application and processing time for your business. It is our dedication to exceptional service and first-class operations principles that enables peak performance of our sales team, advisors, and insurance carriers.
We know it’s crucial to see more qualified prospects and, at the same time, grow your current relationships. By blending marketing strategy with the latest tech to create appointments and submit business, we prove that our accomplished marketing team keeps us on top of the game. We don’t just make this promise to you; we deliver with innovative and proven ideas to help grow your practice.
We strive to build awareness for your brand across all platforms, create interest in your practice, generate leads, and convert them into lifelong clients. Whether you’re looking for email automation, search engine optimization (SEO) and marketing (SEM), lead generation, or analytics, our digital marketing team has you covered. And since we leave no stone unturned, we’ve become a certified partner with InfusionSoft, a customer relationship management (CRM) platform that gives us the added solutions and support to help with your email marketing efforts and lead capture.
Our annuity experts work hard to keep you up to date as products evolve. Since 2011, our team of experts has placed over $3.5B in fixed indexed annuity premium. Isn’t it time you connected with a team that delivers case development, provides groundbreaking strategies to increase sales, and helps you become the expert with a comprehensive understanding of annuity products?