Partnering with Advisor's Resource

All insurance companies and BGAs put out nice flyers and brouchures. The problem is these resources promote their brand or insurance company. We customize our flyers, brochure, and presentations to your firm to promote your brand.

Our personalized point-of-sale material includes presentations that fit your style as well as connect with your clients’ specific demographic and financial situation. Learn more about our branding services here.

We have created a process to identify and market developed concepts to specific clients. Based on a client’s age, income range and whether they are a business owner or not, there are specific life insurance concepts they are attracted to. Check out this infographic for more information.

Our Maximizer Process is designed to leverage your strengths and opportunities with our expertise and capabilities to grow your life insurance business.

We begin our partnership by helping you develop a short term strategy to enhance your revenue within the next six months. This marketing plan is designed to guide our work together and assure effective implementation.

Our Life Made Simple program is a full-service option to help Advisors take a client’s application. This process will free up your time to work on core business by utilizing our office’s resource to streamline the entire application process.

Taking applications is too much of a hassle for agents. Instead, Advisor’s Resource Company created a simpler process.

1. 1. Work with you to develop the opportunity with your client.
   2. Train you and guide you through the completion and submission of application requests.
   3. Following submission of an application will provide a representative who will contact your client to answer each question and schedule medical exams.
   4. Review all paperwork and send it to you for review and to obtain client signatures.
   5. Submit the signed application to the carrier for approval.

As your business grows, your duty of servicing your clients and their life insurance policies is inevitably going to become more challenging.

The solution is to track all of your policies in one centralized location.Our office will manage all of your policies using the Policy Tracker, ensuring that we can provide you with immediate access to your policies upon request. This will help you:

1. Ensure Policy performance
2. Ensure your financial goals are met
3. Continually monitor your funding strategy

Depending on our client’s production levels, we provide:

• • • Point-of-Sale Support – we will meet with your client or talk to them if needed
    • Dedicated admin support person 
    • Customized and specific point of sale materials 
    • Graphic design support of personalized flyers / brochures 
    • Digital marketing support + email marketing support