We are a full rounded wholesale Insurance distribution marketing organization.
Our goal is to work in partnership with Insurance Agents, Financial Advisors, Certified Public Accountants, Attorneys and clients to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices.
As well, we specialize in underwriting services with complete back office processing and in hand point of sale support. You want to see more qualified prospects and increase productivity. We are here to help. As a wholesale insurance firm, we cater to both consumers and agents and we support you every step of the way.
Value
Of the more than 100 carriers we work with, these select carriers are part of our program and we have built strong and well-established relationships.
Our dedicated teams offer:
Specific knowledge
Expertise
Support for your cases
Keep you plugged in
WE WILL SUPPLY YOUR NEEDS
Our Services
Our dedicated teams offer specific knowledge, expertise and support for your cases. And, we keep you plugged into what is happening in the industry, what is coming and what it means for your practice. Here are some of the services we offer:
Point-of Sale Support
Product Consultation
Case Design
Innovative Sales Concepts
Marketing Strategies
Complete back office processing
One on one training for you office and the advisor
At insurance Investment Group we are proud to offer many competitive services to help you succeed and with a broad portfolio of products for life, annuity, long term care, living benefits, disability, and health insurance products. Here is a breakdown of products we offer:
Life Insurance
Living Benefits
Final Expense
Annuities
Affordable Care Act Insurance
Disability Insurance
Medicare
Group Insurance
Supplemental Insurance
International Insurance
Travel Insurance
Dental and Vision Insurance
Short Term Insurance
Long-term Care
CONCEPTS
Insurance Specialty Concepts
We believe you and clients deserve professional attention to their insurance needs. From addressing competitive challenges for your case, to case design ideas, sales concepts and educational materials, We can help you design and explain creative custom solutions for high net worth clients, business owners, foreign national, and other specialty clients, and provide you with the back-office support necessary to get you to the finish line. Here is the breakdown of the specialty concepts we can help you with:
Retirement Planning
College Planning
Life Settlements
Multi-generational Planning
Foreign National Business
Premium Financing
Risk Management
Deferred Compensation
Executive Bonus
Key person
Buy Sell Agreement
Split Dollar
Succession Planning
Charitable Planning
Estate Planning
IRA Wealth Transfer
Living Benefits
Final Expense
Impaired Risk
Mortgage Insurance
We listen. We educate. We support. We improve your business as your trusted industry partner.
