Fill Forms or Gather Assets?
Spend time doing what you do best — helping clients plan to live the life they want — and leave the paperwork to us. Clarke has two efficient application tools designed to help you save time, so you can spend time gathering assets.
- AnnuityNetTM is our automated, annuity application tool. Located within your Advisor Portal dashboard, it is exclusively available to Clarke Select and Clarke Comprehensive customers. After answering a few questions about your client, AnnuityNetTM automatically generates all of the required forms for good order saving you lots of time. Your efficiency is further maximized since you only enter client data once. AnnuityNetTM conveniently maps annuitant information to every form. Savvy advisors like yourself, fill out forms in advance of sales presentations. If the pitch goes well, they gather a wet signature and celebrate another sale. You can also modify data and print it in a snap. Application data is retained for up to ten days and accessible from your mobile device.
- AssureXpressTM is our one-click source for a variety of insurance quotes, including term, universal, and health. Like AnnuityNetTM, it allows you to complete application forms online, and in some instances submit the application with a digital signature. It has all of the other bells and whistles like data mapping and required forms.
To learn more about AnnuityNetTM or AssureXpressTM view our step-by-step webinars online via The Clarke School. Advisors with login access may contact our home office for additional support. Call 844.CFG.PLAN (844.234.7526) and let us show you how to increase your business efficiency with AnnuityNetTM and AssureXpressTM.
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Testimonials
Lynne Phillips
Director, Director, Licensed Bankers and FMS Insurance Synovus Securities, Inc. Columbus, Georgia
“With 27 years in financial services and 14 years spent at Synovus, I value and appreciate our 10 year relationship with Clarke Financial Group. Ron Tuerk, our External Wholesaler, has excellent product knowledge. He works directly in the field with our agents every week. Naomi Whitmer, Clarke’s Operations Manager, provides me with fast and efficient responses. Most importantly, Clarke’s online account application process is the best I have seen. The Advisor Portal Dashboard with AnnuityXpress results in less NIGOs and is a huge plus to our licensed brokers.”
Gary Campbell
CEO & Chairman Financial Advocates Olympia, Washington
“Business has to be a win-win situation, and with Clarke it is. I’ve worked in financial services since 1987, and with Clarke for the past ten years. The relationship works, because everyone from leadership to wholesaler understands our bank, credit union and advisor relationships. Clarke offers more than product. The wholesaler presence is everywhere, all the time — meeting with advisors, attending our conferences, conducting training — making business easy. ”
Richard Lane
The Standard Insurance Company Bellevue, Washington
“Clarke Financial Group is consistently one of The Standard top independent marketing organization, I view them as the closest thing Standard has to a captive partner. We’ve worked with Michael Denton and Steve Gates for the past 10 years — as long as I’ve been with Standard. Not only does Clarke know our business in some respects better than we do, they helped shape and mold our fixed annuity product line from A to Z. Clarke breathes life into Standard, because of its great tenure, industry knowledge, and connections throughout the bank and broker dealer world.”
Connie Knox
President Investment Services Wescom Credit Union Pasadena, California
“Twelve years ago, I introduced Clarke to Wescom Credit Union as a partner in our fixed annuity business. Clarke provides the platform for our business – marketing collateral, documentation, and back office support. Their wholesalers work directly with my producers, attend our meetings, provide product training, help close cases and are extremely well-liked. Clarke, with more than 25 years of industry experience, adds value to our Credit Union.”