SERVICES FOR LIFE INSURANCE AGENTS & ADVISORS

Tools to make you more effective:

A Tactical Plan to help you identify opportunities for life insurance within your natural market.

Present your own illustrations using our proposals.

Basic Plan with access to advanced proposals with personalized branding.

Take your business to the next level with concierge, back-office support.

Plan Includes:

  • Develop a Sales Process
  • Analysis of your best opportunities.
  • Strategies for those opportunities.
  • Implementation of your sales process.
  • The Life Insurance Playbook

Plan Includes:

  • Custom Presentations
  • LIRP
  • Multi-Plan
  • Split Dollar
  • Buy Term or Invest Comparison
  • Executive Bonus
  • Insured Family Legacy
  • Branding to Your Firm
  • Custom Proposals ($500 Each)
  • Manage Your Sales Process

Plan Includes:

  • Custom Presentations
  • LIRP
  • Multi-Plan
  • Split Dollar
  • Buy Term or Invest Comparison
  • Executive Bonus
  • Insured Family Legacy
  • Branding to Your Firm
  • Custom Proposals ($500 Each)
  • Manage Your Sales Process

Plan Includes:

  • BLIC PRO
  • Advanced Case Design
  • Premium Finance
  • Estate Tax Planning
  • Legacy Planning
  • In-House Illustration Services
  • Product Analysis
  • Custom Proposals
  • Manage Your Sales Process

Ready to ADD US TO YOUR TEAM?

Our clients say

It's been great working with Advisor's Resource Company. They give me a great sense of confidence having a great staff led by an actuary when trying to balance my securities business and life insurance.
Rob Kasten
Robertson Wealth
I have been working with Advisor's Resource Company since it was formed in 2013. They bring innovative ideas to the table and have helped me grow my insurance revenue considerably since that time.
Wade Chessman
Chessman Wealth Strategies