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EXPLORE BUSINESS CONCIERGE
We have the perfect balance of personal and technology to help you grow your book of business.
Our End-to-End Process
Our team's intellectual capital matched with top rated products and award-winning technology, we are able to look at your business from a different point of view.
Potential Opportunity
You have a prospect that has a need that you can help them with and you want to present the best possible opportunity to them.
Case Design Support
Our in-house product specialists create and design your case using our intellectual capital, sales concepts and state-of-the-art technology.
Prospect Becomes a Client
Your client is protected and you start to work with our award-winning Accelerated Client Experience (ACE) and Insight.
New Business Concierge
Our New Business team walks with you through the entire process to make sure you and your clients have the best possible experience.
Client Experience & Beyond
Your client information is safely stored where you can access notes, illustrations, policies, payment history and so much more.
Utilize Our Knowledge to Grow Your Business
We have a dedicated team of experts in different planning areas that can offer guidance and assist you in finding the right planning opportunities and solutions to help meet your client's needs.
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Over 60+ years of illustration experience at the local level
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30+ Different Illustrated Sales Concepts
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Extensive library of resources and marketing tools to help show sales strategies and concepts
Award-Winning Technology to Help Grow and Retain You Clients
Clients are becoming more and more demanding and there is a lot of pressure to get them protected quickly and seamlessly. Make life easier with our secure, digital platform. Apply. Manage. Access.
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Award-Winning Accelerated Client Experience (ACE)
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InSight technology that helps you manage and access any client information
WAIT, THERE'S MORE!
We take pride being associated with a broker dealer with such a great reputation in the market. Here are some of the many reasons why we are proud to be powered by Penn Mutual.
1847
Year Founded, Chartered and Open for Business
A+
(Superior)
A.M. Best
Aa3
(Excellent)
Moody's Investors Service
A+
(Strong)
Standard & Poor's
AA
(Strong)
Kroll Bond Rating Agency
93
Comdex Life Insurer Financial Profile
$1.4B
Paid to Policyholders or Beneficiaries
$150B
in Life Insurance Protection
$25B
in Assets Under Management
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