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.