Company Contracts and Product Access

• We offer a diverse company and product portfolio that includes approximately 50 top insurance carriers. Lines of business we offer include:
  • Life
  • Long-term Care
  • Annuities
  • Individual Health and Disability
  • Medicare Supplements, Advantage Plans and Part D Medical
  • Group Health, Life, DI, Dental and Vision
  • Specialty Products

• Contracts that help you earn top level commissions without having to meet minimum production standards in most lines of business.
• Fast quote and product illustration turnaround
• Underwriting support
• Online access 24/7 to:
  • Consolidated Online Pending Reports
  • Individual or Consolidated Agency/Firm Commission Statements
  • Online quotes and illustrations
  • Applications and forms
  • Online Contracting System

Marketing Solutions

• "Do Not Call" scrubbed mailing lead lists
• Point of sale CD ROM and DVD presentations
• Direct response mailing Programs
• Turn Key Seminars
• Website Design and maintenance
• Coop Reimbursement Programs
• Preferred Producer Program - We connect Producers and Brokers to other Producers and Agency groups to help all parties leverage their individual expertise experience and contacts. This means you can spend more of your time selling the products and solutions you know best - to qualified interested prospects.

Seminars

We offer a variety of turn-key Seminars. We have seminars for public and work-site presentations. Be sure to ask us about qualifying for the Designed Benefits opportunity for worksite marketing.

We support your seminar marketing efforts in three ways.

1. If you are experienced with Seminar presentations, you can present them yourself.
2. If you want presentation training before conducting your Seminar, we will provide that for you.
3. We can also present your Seminar for you.

Advanced Markets Consulting

Our principals and staff have over 200 years of combined experience designing and consulting with producers to develop creative effective insurance solutions. This means when you need case design and assistance you can call IFC for unbiased, professional, experienced guidance. We will answer your questions and assist you to write the large cases. Some of the markets include:

• Premium Finance
• Life Settlements
• Business Continuation
• Executive Benefits
• 419(e) Plans
• Estate Liquidity Planning
• Charitable Giving/Tax Exempt Trusts
• Worksite LTC Sale/Enrollment

Joint Field Work

Our Field Marketing Representatives and Firm Principles do Joint Work in specialized and Advanced Markets. We’ll work with you, in the field, providing the experience and expertise you need to fully serve your clients. We'll help you keep the competition away and build client loyalty.

Business and Advisor Development

In conjuction with a variety of strategic partners IFC helps you to develop written business and marketing plans that define your strategies and focus your energy. We help you to train and develop your staff and improve your vital communication skills. You get preferred access to proven strategies that integrate your marketing, sales and client development activities to create the results you want. Services include:

• Business Planning
• Performance Coaching
• Marketing Plans
• Sales/Communication Skills
• Management Skill Development
• Free Continuing Education Credits

Business & Practice Valuation Services

Whether you are bringing on a junior partner, documenting the value of your business for a buy-sell agreement or preparing to sell you business, careful valuation is critical. We can help you to determine the real value on your business. Through careful systematic analysis we will help you discover the fair range of value for your business. This service is provided on a fee basis. Contact us to discuss you situation and for an initial no cost meeting. We also have interested buyers for Agencies.

Business Continuation Planning

If your decision is to bring a family member or Key Staff person into an ownership position, we can help. This service addresses the financial, managerial, organizational, and emotional issues that need to be resolved to make the transition go smoothly. You will be able to comfortably create a personalized plan that makes financial and emotional sense for you, your business and your business successor.