How We Build For You
Cookie cutter-solutions don’t work. Every bank, broker-dealer, credit union, and producer group is unique, and requires Annuity, Long-Term Care (LTC), and Life solutions that are custom-tailored for your business
That’s what we do at Clarke. We’ve been serving the financial industry since 1992, and have strong relationship with over 200 financial institutions.
Here’s how we deliver top marketing services…
Every client deserves a solid wholesaling platform with value-added services. That’s why every client receives Clarke Select. Your institution gets personalized attention, approved marketing collateral, advisor sales training, case management, contracting support, and 24/7 login access to our cutting-edge website. If you want to enhance your annuity, long-term care (LTC) and insurance marketing efforts, then build with Clarke Comprehensive, our fully integrated back office service. If you need neutral advice from industry experts, then use our Consulting Services.
All three of our customized solutions are used by banks, broker-dealers, credit unions, and producer groups. Once you determine how you want to work with us, we will analyze all of the carriers in our family of “A” category rated annuity and life insurance companies and advise you on the Annuity, Long-Term Care (LTC), and Life Insurance programs that are best for your business.
- Clarke Select — Discover how we enhance existing Annuity, LTC, and Life products with dedicated home office support and 24/7 connectivity to advisor business building tools.
- Clarke Comprehensive — Learn how we create revenue optimization strategies by working with us as a client-partner. Our fully integrated back end insurance service helps reduce employee workloads and internal cost of production while increasing profitability
- Clarke Consulting — Tap our acumen as insurance industry experts on a project basis. We’re your go-to consultant for Annuity, Long-Term Care (LTC), and Life product selection and development, bank platform design, and carrier due diligence review and documentation.
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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.”
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.”
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.”
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. ”