Who are Your Experts’ Experts?

Our Advanced Sales Team creates tailored solutions that deliver results

Whether your agents are working in estate planning or the business-owner market, our Advanced Sales Team provides: 

  • Technical expertise related to life insurance, annuities and executive benefits
  • Advanced case design and consultation
  • Marketing support and resources for both financial professional and client audiences
  • Up-to-date knowledge on tax law and legislative updates

In addition to enhanced case design, consultative support and innovative solutions, our Advanced Sales Team developed several ready-to-use marketing campaigns for business owners and individuals.