Partnership Program
Close More Life Insurance Sales With FPG
As an independent financial advisor, you have built a business and attracted clients that come to you for your financial expertise. Opportunities exist within your book of business to increase your revenue but they require a specialized approach to risk management.
Save Time
We help you offer more to your clients while doing less!
What if we can help you incorporate life insurance sales without the time-consuming tasks that usually stop you from offering a solution? Focus your time and energy on your top producing activities while we focus on presenting and completing your life insurance sales.
Close More Business
Bring in the experts to close the deal.
You have the potential to increase your revenue!
With a presence of over 20 years in this industry, we have the experience to guide your clients through the life insurance journey with greater success.
Save Money
No additional staffing required.
A new revenue source should not burden your business. Our experts and their experience will let you hit the ground running, no need to train new personnel or wait for them to become proficient enough to produce a sale.
A Boutique Approach to Life Insurance Sales
Why FPG should be an extension of your office.
Providing specialist risk management is easy when you partner with FPG. Our group of highly experienced professionals will provide white-glove service to your clients throughout their experience with us. We represent ourselves as an extension of your office and our service will reflect the respect and care you have for these clients.
Experience makes the difference
With over 20 years of life insurance marketing experience, we understand the unique financial problems your top tier clients have that arise with wealth. After all, more money equals more problems, right? It doesn’t have to. When you have experts like ours on your team, these problems can be easily addressed, relieving the unique financial risks your most important clients have and providing you with a generous compensation.
The Options
How much do you want to be involved?
Partner
This partnership level will require limited participation in the sales process. You will be responsible for providing the client profile and scheduling the introduction. After that, FPG will work directly with your client to present the solution, complete the application, and collect any additional forms that may be required.
Things you will be responsible for:
- Provide Client Profile
- Approve Case Design
- Schedule Presentation
Things FPG will be responsible for:
- Designing the Solution
- Presenting the Solution
- Answering Follow-Up Questions
- Completing the Application
- Obtaining Signatures
- Collect Follow-up Forms
- Collect Follow-up Signatures
- Back Office Case Management
*Agent 50% / FPG 50%
Affiliate
This partnership level will require your participation in the sales process. You will be responsible for collecting and completing the application and any additional forms that maybe required during the underwriting process from your client.
Things you will be responsible for:
- Provide Client Profile
- Approve Case Design
- Schedule Presentation
- Attend Presentation
- Complete Application
- Collect Signatures
- Collect Follow-up Forms
- Collect Follow-up Signatures
Things FPG will be responsible for:
- Designing the Solution
- Presenting the Solution
- Answering Follow-Up Questions
- Back Office Case Management
*Agent 75% / FPG 25%
271,269,589.00
Total Death Benefit Sold in 2020
Want to learn more about partnering with FPG?
Schedule a consultation and learn how we can increase your life insurance revenue in 2021!
Schedule A ConsultationSchedule A Consultation
