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Client Experience

You might agree that your existing clients are the single most valuable asset to your business. And purposively delivering a more meaningful client experience can mean you make better impression on them, increase their lifetime value and grow your revenue.

Learn more below.

Successfully Set Yourself Up for a Sale

Retirement Analyzer

Retirement Analyzer

Without your help and guidance, most clients don’t realize when they’ll run out of money in retirement. With this robust tool, you show prospects “the big picture” of what’s missing in their financial strategy and how they can work with you to achieve their retirement objectives.

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Market and Sell More IUL (Indexed Universal Life)

Stonewood

Stonewood

To successfully sell more life insurance, most financial professionals need tools that transform the IUL experience for prospects.
Instead of only having a carrier illustration and product brochure, with Stonewood Financial you’ll be using compliance-reviewed
content and tools that have generated more than $137 million in IUL production.

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The 5 Keys to Selling IUL Virtually

5 Keys to Selling IUL Virtually

Selling IUL in Today’s High-Tech World

With a good work ethic and the right knowledge, in the next 90 days you could make $32,000 to $150,000 selling IUL virtually in today’s tech-driven world. Many financial professionals struggle getting in front of the right target market for IUL, until now. Download this valuable e-book “The Five Keys to Selling IUL Virtually” and you’ll discover a better way to prospect and grow your business.

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Help Your Clients Select More Favorable Crediting Options

Someone consulting someone else on some graphs

Indexalyzer

How do you help your clients select the crediting options in their Fixed Indexed Annuities?

It’s time you had a tool to help you solve the FIA allocation mystery! The reports you can prepare in this program could help you give your clients a more reliable strategy for allocating their money.

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How to Build A Residual Six-Figure Income: Go From Agent to Investment Advisor Representative

Social Media Guide

Start Building Equity In Your Practice Today

What prevents most financial professionals from earning a consistent six-figure income is that they purely rely on the transactional, product-based sales approach. We show you the proven path to not only build equity in your practice, but also the steps to earn a residual six-figure income in a short period of time.

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Six Strategies to IUL Sales Success

Six Strategies to IUL Sales Success

How to Sell More Insurance Than You Ever Thought Possible

Each and every financial professional that sells Indexed Universal Life (IUL) helps their clients realize that IUL is the only life insurance product that can meet the needs of those looking for significant cash-value accumulation potential, along with the underlying guarantees that protect their earnings from market volatility. In fact, the sale of IUL continues to trend up at a blistering pace. According to LIMRA studies, IUL sales continue to grow and the product continues to gain market share.

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This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client’s individual circumstances.

The third party software tools and information included in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials that are provided to their clients.


Indexalyzer is a third party vendor who has a business agreement with Partners Advantage, a Gallagher Company (Partners Advantage) that allows for use of the Indexalyzer software product. The third party tools and information referenced in this communication have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Partners Advantage. Third party vendors are not affiliated with Partners Advantage. Each Financial professional should carefully consider and research the merits of any third party materials used in their practice.

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