Assisted Sales


Add us to your team, without the overhead

Today, clients expect organizations and advisors to deliver comprehensive planning services. Yet, rapidly changing markets, products and regulations make satisfying those expectations harder than ever. Our locally-based team works with financial professionals to seamlessly incorporate planning for preserving estates and enhancing legacies, supplementing income, and securing businesses and families. We are there at every stage, combining in-person expertise with internal sales desk support, advanced planning assistance and robust marketing capabilities.

Below are just a few of the many ways we are available to assist:

  • Client discovery and needs analysis
  • Solution development and presentation support
  • On-staff attorney for advanced planning
  • Review of client base to identify opportunities
  • On-demand illustrations and case design
  • Application walk-through
  • Campaigns targeting specific planning concerns
  • Study groups and branch training sessions