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5 Pillars For Success
- 2. Futurity First 5 Pillars For Success F U T U R I T Y F I R S T Market Access How do I find new customers? We bring agents market proven, cost effective ways to access prospects and grow their business. Direct mail leads Seminars Personal website Referral/COI training Community programs Lead management The best place for today's Financial Services Professional
- 3. Futurity First 5 Pillars Of Success F U T U R I T Y F I R S T Market Knowledge How do I know what customers need? Leading experts in Futurity, partner firms and our carriers to help you get more sales. Planning guide Sales desk support Carrier access Monthly newsletters Weekly training Online training The best place for today's Financial Services Professional
- 4. Futurity First 5 Pillars Of Success F U T U R I T Y F I R S T Product Portfolio What products best their needs? Access to a broad portfolio of products. Influence and scale through our partners bring you more value. Life, Annuity, Medicare, LTC, DI, health/group, worksite and unit linked Full service broker dealer Carrier resources The best place for today's Financial Services Professional
- 5. Futurity First 5 Pillars Of Success F U T U R I T Y F I R S T The best place for today's Financial Services Professional Agent Services How do I place and track my new business? Integrated new business & commission tracking and dedicated service support make it easier for agents to focus on growing their business. Admin support (remote) Central new business group Online forms and tools Commission tracking Appointment support Office support
- 6. Futurity First 5 Pillars Of Success F U T U R I T Y F I R S T The best place for today's Financial Services Professional Compensation and Recognition How much and when do I get paid? Our compensation package is designed with successful agents in mind; agents are well paid and recognized for their efforts. Competitive FY & renewal commissions Bonuses Health and 401k benefits Futurity conference Carrier conferences Management development