Insurance Tracking and Marketing Tools - National Benefit Advisory

Marketing Tools

Senior Workshops -	A uniquely designed seminar system for the Senior Market.
Senior Annuity Leads -	Direct mail marketing program.
Advanced Concepts -	Family Stretch IRA and simplified transfer of funds.
Individual Case Consulting -	We offer advice and recommendations for the best company and innovative product that may suit your client's needs.
New Business Automatic Tracking System -	Allows contracted agents to enter just a bit of information on a client's pending case and have it tracked through all stages of underwriting.
Agent Training -	Continuing Education.
Proposal Request -	Fill in client information and we will find the best annuity for your client.
P.A.C.E – Preset Appointment Competitive Edge -	How much business could you write if you completely eliminated prospecting?

National Benefit Advisory | 509 4th St. Suite 7 | Bremerton, Washington, 98337-1401 | (360) 373-6162 | (360) 405-1069