Marketing Financial

Marketing Financial is a top wholesaler in sales of individual life insurance & annuities through Insurance Advisors.  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 agent. We collaborate and coordinate with our partner 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 agent.  We offer products that allow the bank 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 and annuity 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 specifically designed for agents.

 

Our value-added marketing and sales support includes training materials and presentations tailored for each agent, with in-person training, online webinars and conference calls. Our training programs are specifically designed to reflect each agent’s goals and objectives for its life insurance and annuity programs.