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.