Tools and Technology to Help You Succeed

We know that technology is only effective if it can make you more efficient, we are as focused on the integration of data and software as we are on the actual technology. That means less duplication of effort and more time building your business.

Mobile App

Access client information anytime, anywhere, get notified as business processes and run illustrations – all from your mobile device.

Straight-through Processing e-App

Focused on improving productivity, we have introduced e-App for many of our life and annuity products. This offers agents a tool that helps complete apps in Good Order, resulting in fewer follow-up visits with clients.

EZ Underwriting Program

Introduced January 23, 2017, this program represents a seismic shift in underwriting life insurance.

Marketing, Branding and Prospecting Tools

• Customized print and digital materials
• Access to web-based prospecting search engine
• Social media program including a content library and pre-approved campaigns

Training and Development

• Product Training
• Sales Training
• Practice Management Conferences 
• Agent Support
• Ongoing Best Practices

Financial Planning Software

• E-Money Advisors
• MoneyGuidePro

CRM Software

• Redtail Technology