Advisor Direct (Consumer Assistance)
HELP YOUR CLIENTS AND GROW YOUR BUSINESS
Need a product Specialist? Too busy? Case too small or complicated? Our team is ready to make sales on your behalf for Life, Long Term Care, Disability Income Insurance, and Fixed Annuity Opportunities. Now also Payroll, Benefit Administration, and Property Casualty Insurance.
WHAT DO I DO?
1. Submit an Advisor Direct Client Data Form
WHAT WE DO
1. Conduct Needs Analysis
2. Select Suitable Products and/or Services
3. Submit the Business
4. Coordinate Paramedic Exam or any Outstanding Requirements
5. Obtain any On-Going Requirements
6. Complete Transaction
7. Send Compensation to You!
WHAT DO I GET?
OPTIONS TO GET STARTED