It is my belief that a brokerage relationship must go beyond the companies and products offered to the producer. Often times that is not possible when a brokerage manager is servicing a large number of producers.

Following are some of the "value added" amenities that you have access to with SMA Brokerage.

Basics

• Consultation on your pending sales presentation
• Underwriting review – quote the proper rate class
• Product selection – which product, which company, which application
• Term and Permanent Life Insurance Illustrations
• Applications and Forms
• Pending Status on submitted business
• Liaison to the various Home Offices

Beyond the Basics

• Basic to Advance Case Development
• Advanced Sales Consultation/Analysis
• Advanced Illustrations
• Annuity Features and Sales Concepts
• SMA Sales Materials and Fact Finders
• Joint Sales Efforts
• LEADS at a Discount Price!
  • For producers contracted through SMA Brokerage
  • Internet driven leads through NetQuote

Coming Attractions

• Producer Perks – Incentives, Bonuses
• Sales Contests

Click on these links to learn more: SMA Brokerage Overview, Producer Information.