WHAT WE OFFER
We are here to help.
YOUR PARTNER IN SUCCESS
At Divergent Advisors, we provide the tools, support, and expertise to help you grow your annuity and life insurance business. We’re here to simplify your processes, amplify your impact, and help you achieve your goals. Explore what we offer and see how we can help you thrive.
Annuity and Life
Insurance Carrier
New Business and Operations Support
Lead Generation
Marketing Support
Advanced Case Design
Mentorship Programs
Annuity and Life
Insurance Carrier
We offer access to the biggest names in the insurance industry, along with some of the niche product offerings.
With over 40 annuity and 45 life insurance carriers, whatever the client scenario – we have you covered.
New Business and
Operations Support
Allow our experienced team to handle the numerous aspects of your back-office for your annuity and life insurance business.
-
Easy Onboarding Process with Expedited Carrier Contracting
-
Prompt and Personal Communication
-
Licensing and Product Training Management
-
Illustration Requests
-
New Business Application Review
-
Application Follow-Ups
-
Carrier Marketing Material Requests
-
Commission and Production Reporting
Lead Generation
-
Retire101 Consumer Leads Program – offered at no cost, ask your VP of Sales for details
-
Retire101 Seminar Program – an educational seminar platform where we fill the room with prospects in a cost-effective manner – ask your VP of Sales for details
Marketing Support
-
Brand Development – could include items such as logo, stationery, landing page, and/or website design
-
Market Analysis and Insights – providing data-driven findings into market trends, customer behavior, and competitive landscape to better optimize your marketing efforts
-
Marketing Consultation – walk through your strategy with our experienced team to develop effective marketing strategies tailored to your business goals
-
Marketing Resources (for contracted agents) – sales strategy videos, seminars, virtual backgrounds… All turnkey and ready to put your logo on and start using
Advanced Case Design
Leveraging the vast experience of the team, we tailor every solution to fit the needs of the client. Using safety principles as a foundation, our team has helped to find solutions for many challenging cases. Whether it is retirement planning, succession planning, estate planning, or premium financing, our team has the knowledge and expertise to help you and your client.
Mentorship Programs
We can connect you with some of the industry’s top producers who have specialized their practices and have offered their guidance. If you are looking for help with selling virtually, premium financing, incorporating Medicare into your practice, or entering the Federal benefits space, give us a call.