Marketing Financial

Marketing Financial is a top wholesaler in sales of individual life insurance & annuities through health agents & group benefit agencies.  We offer a compelling product lineup and provide the education, training, and strategic focus that equip our partners with the tools and expertise to sell effectively. Our approach includes the following components.

 

Our mutual success starts with building profitable partnerships with each agency. We collaborate and coordinate with our partners’ sales management teams to ensure that we’re meeting our shared goals and commitments.

 

We have a complete portfolio of  products that provide the client with the coverage and guarantees they expect from their agency.  We offer products that allow the agent to easily provide this coverage to their clients.  We offer online applications and simplified issued life products that clients desire. 

   

Our team of dedicated internal and external wholesalers focuses exclusively on life insurance sales concepts and solutions. We follow a proven sales process that capitalizes on industry-leading wholesaling processes and leverages a variety of sales concepts and resources. We strive to increase participation with all agents with our proven sales approach.

 

Our value-added marketing and sales support includes training materials and presentations tailored for each agency, with in-person training and online webinars. Our training programs are specifically designed to reflect each agency’s goals and objectives for its life insurance program.  Marketing Financial provides internal websites for the agent for compliance and product support.