3 Mark is one of my favorite offices to work with. There are a couple of reasons for this. First, the diversity of their distribution. They have agents, advisors, and other reps that can sell multiple products. This is great for us at Mutual of Omaha because of our diverse portfolio. It’s just working with the sales team to find the right distribution partners for or various business lines. Secondly, their commitment to pushing technology. The steps they have taken to increase their eApps and drop ticket is remarkable. Lastly, they are just a great team of people. They all welcome you with smiles when going into the office, just make you feel very welcome. Overall, market leading and a pleasure to work with!
In the Loop – December 9, 2015
In the Loop Newsletter -December 9, 2015: Upcoming Webinar, Carrier News, Interest Rate updates and much more!
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When talking with your advisor about incorporating life insurance into your financial plan, you’ll want to be sure he or she is working with a life insurance professional and insurance carrier that understands and, preferably, specializes in the international insurance business and the underwriting of international clients. A number of logistical pitfalls must be understood […]
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Financial advisors looking for the best places to find clients can start out by looking for cities in which there are a large number of wealthy households per advisor. Read more