We at Strategic Marketing understand the many difficulties and trials that producers may encounter. We provide various unique resources to assist in overcoming client objections, preconceived notions, intense competition, and many other possible forks in the road.

That is why we offer a plethora of advisor resources, ranging from very descriptive marketing and branding pieces to third party vendors with extremely high response rates for lead generation and direct mail marketing campaigns. We are convinced that our programs and resources will take your business to the next level.

Click on the links below to download resource information. For some PDFs, you'll need a username and password to access the files. Visit our Contact page to request this information. Thank you.

 

• LIFE INSURANCE PRE-QUALIFYING TOOL - Click HERE to fill out our form.

 

• ANNUITIES RESOURCES
Carrier Contacts (view PDF)
Fixed Deferred Annuities (view PDF)
Annuity Facts (view PDF)
Build a Stronger Retirement with an IRA (view PDF)
Survivor Roadmap (view PDF)
Using Annuities to Help Reach Your Retirement Goals (view PDF)

 

• LIFE INSURANCE RESOURCES
Aviation Guidelines (view PDF)
BNP & NT-proBNP Test Guidelines (view PDF)
Carrier Ratings
Carrier Underwriting Programs
Cholesterol/Blood Pressure Guidelines (view PDF)
Life Insurance Facts (view PDF)
Family History Guidelines (view PDF)
Marijuana Usage Guidelines (view PDF)
Nonsmoker Guidelines (view PDF)
Underwriting Hot Spots (view PDF)
Underwriting Programs (view PDF)