Financial Planners Outside Advisors
Staff
2 Months
Conceptualize, model,
Time Same Day to 2 weeks
illustrate and integrate
Time
Informal Underwriting Inquiry technique and product
Cover Letter recommendations.
Underwriting Tracker
Medical Records New Business Underwriting
Match concepts with techniques
Applications
Delivery Requirements
Letters of Authorization
Visually illustrate chosen concepts
Inforce Illustrations
CRM Database and Client Folder Maintenance Insurance Operations Numerically model techniques and products
Premium notices and policy change forms
Inforce Administration
Policy Review Preparation
Nitco Administration Requests Integrate technique and product data
Claims
Case Design
Licensing/ Continuing Education
Compile data into a coherent and persuasive presentation
LTC Mastercare Solutions
Exceptional Risk Advisors
M Financial and Carrier Relations Risk Management
M Marketing and Insight Meetings
Insurance Revenue Input Foundational Estate Planning
Corporate 2 Weeks
Renewal Tracking Wealth Transfer Techniques
Administration Time
Planning Concepts & Planned Giving
Goal, New Business and Revenue Tracking
Techniques
Executive Benefits
Distributable Net Income Closely Held Corporations
NITCO
Returns Tax & Trust Services Continuing Education
Charles Schwab Trust Administration
Insurance Specific Funding Techniques
Product: Insurance Individual, Carvout & Group Products
Insurance Brokerage
Advanced Planning.mmap - 9/8/2009 - Mindjet