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Traditional Life & Annuity
At NFS we believe that an agent should never have to step around or step over any potential sale, and that having more to offer means more income. Through our Traditional Life & Annuity program, we will provide you with access to all the top Term, UL, Traditional Whole Life and Annuity carriers in the industry, as well as the training, back office support, and marketing programs necessary for success.
Concierge Service - We will communicate with your clients on your behalf to follow up on any and all pending requirements, so consider us an extension of your back office. Let NFS handle the busy work, so you can focus on what drives your business, SELLING! You simply enter some basic information about your case, and then:
WE take the application and get the signatures FOR YOU
WE set up any required exams FOR YOU
WE follow up on any pending requirements FOR YOU
WE mail the policy, call the client and walk them through the delivery FOR YOU
For participating in the Traditional Life & Annuity program, NFS offers additional benefits. Use these complimentary marketing tools to get in front of more qualified prospects, more efficiently manage your current client base, and write more business.
Agent Website:
Your own personal website and domain name
Built in Tem Quote System
Financial Calculators
Email Accounts
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CRM System:
Mass Marketing Emailer
Auto Events (Christmas, Thanksgiving, Birthdays, Policy Anniversary, and Case Status Events)
Integrated Term Quote System
Integrated Para Med Ordering Status
Customized Reporting