Service Solutions


Training /Workshops
Webinars
One-on-one online training
Educational seminars
Case studies
Sales concepts and techniques
Product training
Tax & Estate Planning

Business Building
Time Management
Prospecting
Interview Techniques

Marketing
Pre-sales support
Custom designed proposals
Case preparation
Real-time quotations
Real-time LifeGuide surveys
Weekly newsletter
Marketing supplies

 Underwriting
Pre-underwriting queries
Application processing
Meds and lab tests ordering
Weekly tracking and follow-up

Policy Service
Changes to in-force contracts
In-force queries
In-force Illustrations

Contracting
Licensing
Supplier contracting

Investments
Application processing
Wire-trade transactions
In-force queries

Jim Fors
S&V Planning Advanced Case Specialist
One-on-one case consultation
Seminars and presentations for advisor’s clients