Fill Forms or Gather Assets?Learn More
Spend time doing what you do best--helping clients plan to live the life they want--and leave the paperwork to us.
Who Do You Love More
The IRS or Your Family?Learn More
This is a great question to ask customers. Obviously rhetorical, it's designed to get individuals thinking about financial planning objectives.
THEY DON'T NEED ANOTHER INCOME STREAM, BUT THEY WILL NEED LONG TERM CARELearn More
Many Americans don't want to discuss the long-term care issues, because they are in denial.
Don't Leave Your Client Destitute
Offer a Restricted Medicaid AnnuityLearn More
Did you know that Medicaid applicants may not be eligible for long term care benefits if they have too much money?
Protect Your Clients Hard Work with
Dynamic Index Annuity ProductsLearn More
Index annuity sales are on the rise. According to LIMRA, 2013 sales increased by $5.4 billion, representing a 17% hike in volume, more than any other form of annuity.
No Problem.Learn More
Your financial institution should be in a position to provide retirement solutions for clients without a pension plan. A Flexible Deferred Annuity can deliver the safety, tax deferral, and choice that customers need to live the life they want.
We’re always trying to make it easier for advisors to build their business. That’s why we’ve added financial calculators to the front end of our website. There are times when it’s beneficial to produce an illustration for your client that isn’t product specific. You can also login to your dashboard, and find calculators and illustrations …Read more
For advisors in our client family, we provide a customized Advisor Portal Dashboard. It only displays information that is relevant to you and your business. Not only does it show your license number for the carriers that you are approved to market, it also has current carrier overviews and ratings. Learn how A.M. Best Company, …Read more
When you login to your customized Advisor Portal Dashboard, you’ll find that it has information specific to you and your business. The Quick Stats area conveniently displays the number of current applications, your contact information, and your Clarke support team. Your Insurance Companies show the carriers that you are approved to market with your license …Read more