Life Insurance Brokerage and Marketing for Broker-Dealers and Investment Reps
Recent reports state that only 10% of broker-dealer registered representatives place any life insurance or annuity business at all. During a time when advisory fees are down and many investors are seeking safety and guarantees, the typical investment representative is bypassing a huge revenue opportunity and doing their clients a disservice in the process. Why is this?
Oh the pains of the life insurance application process.
Provada helps broker-dealers and investment advisors grow their business by delivering life insurance related solutions.
The number one concern we here from broker-dealer representatives is how time-consuming, confusing, and complicated a life insurance application can be. And we don't disagree. Fortunately, Provada is the solution.
We understand that reps are used to dropping tickets and moving on to the next client problem they can solve. So we combine technology and people to make the application process as simple as possible.
Registered reps have access to tele-applications requiring only a one-page form or simple online submission. And while that process is limited to a handful of (great) carriers, we also have an electronic application that walks the advisor through each question of the application. And for those that desire the easiest solution possible, you can simply outsource the application process to Provada and we'll take care of everything.
There just isn't time to keep up with all the products, carriers, and planning concepts.
We believe that investment professionals' first responsibility is being great investment professionals. Build strong relationships with clients. Deliver quality financial advice. It's challenging to do all of that while staying on top of the ever-evolving world of life insurance. No worries. Provada is the solution.
Partner with us and we'll make sure your clients receive a suitable recommendation of carrier and product. Have a complicated case? No problem. Our advanced planning team can provide custom branded proposals and point-of-sales support to solve the most complicated wealth management problems. Focus on what you do best and let Provada be your back office life insurance brokerage solution.
A turn-key solution to marketing life insurance solutions.
Most broker-dealers and representatives simply do not have the time to create new marketing efforts focusing on life insurance products. You have other more pressing and urgent demands. By partnering with Provada, you'll have access to lead generation, client nurturing, and turn-key marketing campaigns all dedicated to building even stronger client relationships and delivering life insurance solutions from the simple to the advanced.
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