How can The PenFacs Group support the sales and marketing of insurance related products by a Broker Dealer or General Agency?

• Available to those organizations who have a sales staff but want to augment it with professional sales and marketing support and increase the Broker dealer’s insurance capability.
• The PenFacs Group will provide all pre-sales support, including quoting and case design (via the web or directly).
• The PenFacs Group will provide underwriting expertise and support in securing excellent underwriting for the Broker Dealer’s client.
• Professionals at the PenFacs group include CLU’, ChFC’s, CFP’s, and CASL’s that are available for joint sales with Broker Dealer Registered Representatives.
• In supporting a Broker Dealer’s insurance business, The PenFacs Group’s mission is to provide a full insurance support system for Broker/Dealer’s and its registered representatives.

The accompanying information provides an overview of the sales, marketing and administrative services to add professionalism and a more profitable relationship to a Broker/Dealer through life insurance, annuities, and long term care insurance sales.

Services

Marketing & Sales Expertise

• Direct sales support at point of sale, as necessary, from professionals holding designations such as CLU, ChFC, CFP, CASL
• Expertise with fixed and variable annuities, life insurance, premium financing, long term care, disability insurance and life settlements
• Client review and recommendations on case design and product implementation so that the registered representatives have the appropriate product solutions
• Targeted client marketing that includes statement reminders/taglines, direct mail and professional delivery of client seminars
• Advanced educational series in reference to favorable introductions, cloning your “A” clients and prospecting

Insurance Company Contracting Through PenFacs

• Contracting through PenFacs provides access to multiple carriers each having a specific niche in the marketplace
• Active monitoring and evaluating carrier products to be at the forefront of niche market positions, development and marketing
• Aggregation of Broker/Dealer volume for contracting to provide competitive payouts across all lines of products
• Broker/Dealers have less concern about overhead, training, compliance and needless product provider interactions

Administrative Services Including

• Licensing of the broker dealer’s insurance agency and registered representatives
• Tracking the continuing educational requirements for the various state licenses for the registered representative and the Broker/Dealer
• Reviewing and updating appointments necessary with insurance carriers