Advanced Markets
Selling in the advanced markets to sophisticated clients with complex financial needs can present special challenges for even experienced producers. We can help you simplify the process, and provide you with the tools and resources you need to succeed.
Our Advanced Sales Department consists of attorneys and other specialists with broad knowledge and experience who have the technical savvy and practical experience to support you in your large and most challenging cases. Focusing on protection, wealth accumulation, retirement and estate planning and business planning, including business succession and selective employee benefits, our team helps you identify needs and deliver solutions.
Below are some of the areas in which we can offer expert assistance:
- Consultation and Sales Support — The team provides timely service to producers through phone consultation, case design, and proposal preparation on large or complex cases.
- Sales Concepts — We develop information, sales materials and programs that focus on estate planning, business succession planning and buy-sell agreements, deferred compensation and other selective employee benefit plans, charitable trusts, split dollar insurance, “stretch” IRAs, 412(e)(3) pension plans, 419 welfare benefit plans, and other sophisticated planning strategies.
- Education and Training — “Real world” application of advanced sales concepts are addressed through programs and materials such as the Premier School, web-conferencing, CE Courses, technical reference guides, and seminars for field offices and producers.
- Tax Law Communication — To help you keep up with current legislation, we provide timely education and communication on tax law changes and their impact. We update all training and marketing materials to reflect changes as they occur.
- Advanced Sales Interactive tools — Interactive resources to give you easy access to information and materials designed to help you capitalize on the opportunities in the advanced markets.