When you’re working with clients, it’s important that you can access the resources you need to help deliver the service your clients expect. Our Daily Resources provide you access to some of the tools and applications you’ll use in your daily practice.
Here’s what you can expect to find inside Daily Resources. Just click on the links to get started helping your clients today. Keep in mind, for easy navigation, log-in when you enter our site.
Annuity Product Search & Compare allows you to review a variety of annuity products to find one that can help meet your client’s needs.
Annuity New Business Process provides an overview of the resources available to help you throughout the entire new business process.
Annuity New Business Forms allow you to download the most current new business forms when you’re ready to write business.
Calculators are available to help you estimate financial distributions and compare a normal taxable investment to two common tax advantaged situations.
Carrier Materials provide access to insurance carrier alerts, consumer marketing materials, product education, and insurance carrier sponsored incentives.
Suitability Map outlines state requirements under the 2010 Suitability in Annuity Transactions Model Regulation.
Looking for a complete list of insurance carriers that Brokers International, Ltd. represents? Simply click here to access it now.