We Want to Know You

connecting so we can deliver more business

Our Regional Vice Presidents are available for one-on-one or group meetings. Request an appointment with your designated wholesaler to discuss topics like these:

  • Introduction to Clarke Financial Group
    • Meet and Greet
    • Use of Clarke Tools
      • Advisor Portal
      • AnnuityNetTM
      • AssureXpressTM
  • Product Presentations
    • Annuities: Fixed, Deferred, Fixed Indexed, Medicare
    • Long-Term Care: Traditional, Asset-Based, with Life Insurance or Annuities
    • Insurance: Term, Whole Life, Universal Life, Variable
  • Sales Training
    • Overcoming Client Objections
    • Creating LTC Illustrations
    • Selling Medicaid Annuities
    • Index vs Fixed Annuities
  • Custom Case Presentation for your client

We invite financial professionals in our client family to request a meeting whenever they need marketing support. Schedule your meeting today.