Our Goal Is Your Goal

making insurance and annuity marketing efficient and revenue generating with advisor tools, modern technology, and one-on-one professional support

insurance and annuity marketing

At Clarke, we have a clear vision. Efficiency and revenue generation – that’s what we’re after. We want to make doing business in the annuity, long-term care, and insurance markets as easy as possible for you. Our home office team continually works on streamlining and automating every aspect of plan issuance. On the marketing front, Clarke is ever expanding the pool of one-click resources and advisor sales tools. Our leadership team seeks out the latest and best products from reliable carriers. As a top-notch marketing organization for banks, broker-dealers, credit unions, and producer groups, we’re doing everything possible to deliver efficient and affordable programs.

Driving the vision with best practice values on every level…

  • Relationships are paramount. We value the people we work with — partners, clients, advisors, and the customers they serve. Our entire team is trained in client relationship management.
  • Consultative philosophy. We offer financial product marketing and consulting services to institutional clients. Our approach is always consultative, whether you utilize Clarke Select, Clarke Comprehensive, or Clarke Consulting. We view ourselves as neutral experts in the industry, advising broker-dealer, credit union, and producer group clients on the right mix of carriers, products, and business building tools.
  • Reliable product offerings. We offer a family of “A” category rated Annuity and Life insurance companies. All of our partners have a wealth of experience in financial services – 100 years or more. We trust their ability to craft superior retirement and Long-Term Care solutions, which can be offered with confidence.
  • Respect for client policies and procedures. We conduct business in a manner that supports the activities and values of the clients we serve.
  • Our team is professional and is committed to confidentiality. We protect all data with secure information technology.
  • Advisor focus. We equip your producers with personal support, marketing tools, and automated processes. Our support extends to site visits, in-person training, and personalized case management.
  • A well trained team. Our staff keeps abreast of industry news, regulatory changes, and technology advancements in order to serve you better. Our regional vice presidents are securities and insurance licensed. We share our information with the industry via The Clarke School where Clarke training videos and industry news is always available.
  • Dedicated and well-run home office.We are professionals. Our team is committed to turning applications into policies, and they troubleshoot case management concerns, so advisors can spend their time gathering assets.

Learn how our people reflect our values and yours… Achieving goals is a part of achieving the life you want.