We are a national Independent Marketing Organization for annuity & life insurance producers. We have been the number one resource for independent agents, agencies and marketing firms since 1994.
Our focus is and has always been on developing cutting edge marketing concepts for our affiliated producers. Through our services and resources, you can rapidly access all of the winning ideas, concepts, strategies and techniques used by America's most outstanding agents.
Top 10 Reasons to Place Your Business with Unkefer & Associates, Inc.
- Training - online training will prepare you for any situation you may face in your day to day business. It's all inside our amazing SuperAgentTools.com system. You've never seen or experienced anything like this!
- Production Tracking - all of your business will be tracked by day, month, year and company. With a keystroke you can see complete detail of all the business you have ever produced with us. Use this to monitor your progress and rapidly access information on past sales in seconds.
- Contracting Detail - at your fingertips you can see all of your contracts and agent numbers with each carrier.
- Products - not only do we offer products from the top annuity companies you can use our product search engine to find the perfect product fit for your client in almost any situation. Search by product type, duration, bonus, commission, issue age, company, income riders, and more!
- Calculators and Illustrations - online and downloadable calculators to assist you in closing sales. Demonstrate the benefits of Roth conversion, tax-deferral, taxable equivalent yield, triple split income planning, Social Security tax reduction to name a few.
- Consumer Presentations - imagine having the best sales presentations from the industry's top producers at your disposal. Each download ready presentation and complete script is available to you for each of these powerful presentations.
- Seminar/Workshop Presentations - Compliance approved Retirement Success Workshop along with complete script and voice over training to teach you how to give the seminar like a pro. Our Roth Conversion Seminar is a one hour seminar presentation that will make you the Roth Conversion expert in your community. Convert millions of dollars in sales and never run out of opportunities.
- Retirement Income Planning Software and Training - you are probably aware of this huge opportunity but few advisers have mastered the process. Access all of the nation's top selling income rider calculators in one location without wasting time logging in to each company's website. It's a one stop center for income calculators from the top companies in the industry.
- Life Quote Engine - In 5 seconds you can get competitive bids from the top carriers in Universal Life, Indexed UL and even Term. Never lose to the competition again.
- Personal Attention & Integrity - Working with our Relationship Managers and Agent Support Executives, you can leverage your practice with personalized case design, planning your business, marketing campaigns and even point of sale consultation. This isn't a mentoring program; IT'S BETTER! Sales mastery and back office expertise is just a call away.
Most of all, we are about Honesty, Integrity and Commitment. We don't lie to our producers or try to take advantage of them. We will serve you with excellence, accuracy and speed. Give us a chance to help you grow your business. You won't regret it!
Sincerely,
W. Andrew Unkefer
President & CEO
