How We Build For You
customized institution programs with an advisor focus
At Clarke, we believe that every bank, broker-dealer, credit union, and producer group is unique. And we should know. We’ve been serving the financial industry since 1992 and have strong relationships with over 200 financial institutions. Cookie cutter-solutions don’t work. Our Annuity, Long-Term Care (LTC), and Life products are custom-made for each client.
Let’s talk about service delivery…
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.
How We Build For You
three customized ways to build your business…
|Clarke Select||Clarke Comprehensive||Clarke Consulting|
|All of our clients enjoy the same platform of dedicated wholesaling services. Our value-added services include everything from carrier vetting, product selection, advisor training, sales marketing, and management to 24/7 login website access . Your producers will love AnnuityNetTM and AssureXpressTM, automated contracting tools. Our regional vice presidents, internal sales team, and entire home office provide all the support you need to build business for your bank, broker-dealer, credit union, or producer group.||Collaboration has rewards – extra revenue. Think of Clarke as your private insurance agency. The front facing aspect of your business stays the same. Your advisors and producers continue providing outstanding Annuity, Long-Term Care, and Life programs to your customers. We manage all of the back end operations like underwriting and case management. We also provide your producers with Clarke Select, our dedicated wholesaling platform. As a client-partner, your bank, broker-dealer, credit union, or producer group realizes additional revenue through the exclusive nature of our relationship and customized profitability strategies.||We are neutral experts in annuity and insurance marketing with over 207 years of combined industry experience. As your consultant, we provide unbiased advice. Our best-fit solutions are derived from working with a large family of “A” category rated insurance carriers. We design, manage, and refine Annuity, Long-Term Care (LTC), and Life products for banks, broker-dealers, credit unions, and producer groups. We also design new platforms , develop proprietary and private label annuity and insurance products, and conduct carrier due diligence review and documentation critiques.|