3P Insurance Services helps our partners make money
Our proactive approach delivers a powerful one-two punch for monetizing your business. One, it gives you a simple way to offer Life, Disability and Long-Term Care Insurance to your clients. Two, it provides you with the marketing materials to promote your expanded lines of business.
Deliver Protection Portfolio Planning that meets your clients’ needs
There is no cookie-cutter formula for Protection Portfolio Planning. We take the time to talk with your clients, answer their questions and listen to their individual needs. Then, and only then, do we put together the Protection Portfolio Plan that’s best for them:
- Conduct comprehensive fact finders to assess your clients’ individual goals and needs
- Customize Protection Portfolio Plans with respect for your clients’ specific needs, budgets and goals
- Match your clients with the right companies and products—we have relationships with many of the top carriers
- Drive the entire operational process from initial client meetings through underwriting to policy deliveries
Promote your new lines of business with targeted marketing
We create personalized marketing communications designed to drive awareness of and interest in your expanded lines of business. There are little or no out-of-pocket costs to you. Comprehensive marketing materials include:
- Direct response mailings
- Emails
- Seminars and webinars
- Videos
- Articles and newsletters
- Client-based web site