We give you more time to focus on what’s important to you.
As experienced professional managers, we understand the challenges you face in today’s competitive marketplace. Clients are more sophisticated than ever and demand integrated solutions that address tax planning, business protection, and wealth transfer.
More Time to…improve your bottom line
To help you thrive in a competitive market, we offer:
- Compensation packages among the most competitive in the industry
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Exciting new sales and marketing ideas, including prospecting tools
- The opportunity to recover commissions lost to declines - we negotiate with underwriters on your behalf, and tap the US market to get your clients the coverage they need
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Faster approvals with our new business expediting
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Large Case Consultation to ensure your top clients get the level of service they deserve
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Education and training seminars to keep you ahead of the curve
More Time to…build your business
We can help you:
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Promote your services with our customized marketing tools
- Track and manage your new and inforce business with a dedicated Business Coordinator
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Create your personal brand and differentiate yourself from your competitors
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Take advantage of leading edge technology and increase your web presence
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Manage your practice, build business infrastructure, and
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Bullet-proof your practice with compliance advice and support
- Compare product and suppliers, so you and your clients get the best solution available
- Offer employee benefits for your business owner clients
- Take your presentations to the next level with fpAdvantage software
- Enhance client communications using our professional correspondence templates, checklists, and questionnaires.
Ready to move up to Daystar?
To schedule a confidential meeting, simply submit an online request and one of our Business Development Managers will be in touch to explore your options. You can also call us directly.