Services
What We Do
Working with a Benefit Bank Distributors wholesaler is an easy and seamless process dedicated to helping you grow your business. We provide comprehensive asset-based insurance solutions to financial advisors, registered investment advisors, private wealth advisors, and broker-dealers. Our clients rely on us for a wide array of industry-leading wealth leverage solutions, wealth-transfer solutions, and asset-based planning strategies. In addition, our commitments to research, consumer marketing campaigns, digital tools, and content help you focus on educating your clients and strengthening your relationships.
Many clients expect organizations and advisors to deliver comprehensive planning services. However, the rapidly changing markets, products, and regulations can make satisfying those expectations harder than ever. Our nationwide team works with financial professionals to seamlessly incorporate planning to preserve estates, enhance legacies, supplement income, and secure businesses and families. Benefit Bank Distributors are there at every stage, combining our internal and external sales support and advanced planning assistance to give you and your client a stress-free experience.
- On-Demand Internal Sales Team Support
- Client Discovery and Needs Analysis
- Solution Development and Presentation Support
- Campaigns Targeting Specific Planning Concerns
- Branch Training Sessions
- Application and Forms Help
- Effective Marketing Campaigns and Sales Programs
Training
Benefit Bank Distributors offers a unique partnership that transcends traditional “wholesaling” and boosts professional learning through in-person and virtual coaching. All training modules created are customized to meet the audience’s specific needs. In addition, the learning objectives in each module are reinforced through video-assisted sales training and one-page summaries, all to ensure skills can be immediately applied to improve customer interactions.
- Product Knowledge
- Understanding Single Premium Life and Index Annuities
- Practice Development to Strengthen Knowledge of Current Trends and Data
- Skill-Building of Overcoming Objectives and Improve Client Presentations
- Learn How to Offer Sound Financial Planning and Opportunities
Illustration Design
Benefit Bank Distributors’ professional sales team uses their experience and financial knowledge to create customized product illustrations for your clients.
- Top-Notch Product Expertise
- New Business Support
- On-demand Illustration and Case Design
- Review of Client Base to Identify Opportunities
- Application Walkthrough
- Licensing
Case Management
Financial professionals know their clients need protection solutions, yet the new business and underwriting process is a common obstacle to offering life insurance. Utilizing the latest technology across multiple platforms, our experienced case managers facilitate life insurance applications every step of the way, from underwriting to successful policy issuance. Let us manage the details and follow up on your client’s policy while you concentrate on your practice.
- Application Scrubbing
- Case Management
- Underwriting Updates
- Status Updates