Broker Resources: Service you Deserve - Success you Desire
In today's market, it is tough to be successful working alone. It is a fact that most Agent/Brokers will be out of business in under 4 years. It is critical you have a platform in which to conduct business. Even the most successful people will tell and thank those which make it all possible. Who do you want on your side? Do you "sell" insurance or are you a Professional who "solves problems"? Do you have a "pinwheel" which to refer business to other professionals? It is critical for communication to happen with all the professionals involved with your clients!
Broker Resources include training and tools necessary to professionally work with prospects & clients. We work with Brokers & Agents throughout the United States solving problems... as your Strategic Partner.
Services Include (but not limited too): Positioning yourself with the "centers of influence" within your community, underwriting support, advanced marketing, quotes from multiple companies, complete sales support, Training (individual or group seminars/workshops), & custom support based on your needs.
303-425-4466 * 888-425-4466
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Are you a Professional working in Financial Services?
SEC Final Version 151A (pdf)
On July 21, 2009 The United States Court of Appeals for the District Of Columbia Circuit ordered the Securities and Exchange Commission to reconsider Rule 151A which it adopted in the final weeks of the Bush administration and deems annuities linked to equity indexes to be securities subject to registration with the SEC. The Court held that the SEC "failed to properly consider the effect of the rule upon efficiency, competition and capital formation” and remanded the Rule requiring the SEC to do just that.
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This page was updated as of: Wednesday, February 24, 2010