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Home Archive by category "Sales & Marketing"

Selling an annuity vs. a CD

By Lydia Campbell | Sales & Marketing | 0 comment | 21 June, 2017 | 0

Check out this message from PFN’s Business Development Specialist, Lydia Gardner as she explains a quick sales idea. She’ll compare a bank CD with a tax-deferred alternative.Read more

Product Training Videos

By Lydia Campbell | Educational & Training Materials, Sales & Marketing | 0 comment | 27 July, 2016 | 0

Knowledge is power and for the agent, product knowledge can be the vehicle to increased sales. It instills faith, trust, and respect in the client, which creates a positive experience. Understanding the importance of product knowledge, we at PFN have started a product training series, where we focus on products we feel are most helpful toRead more

Make Sure Your Clients Meet Their Income Protection Needs

By Alice Jacobberger | Sales & Marketing | 0 comment | 13 August, 2015 | 0

Income Protection lies at the heart of what life insurance is all about. And yet, with today’s busy lifestyles, ensuring that income protection needs are met can sometimes be overlooked. (CLICK TITLE TO READ MORE)

Intra-family Marketing Magic

By Alice Jacobberger | Sales & Marketing | 0 comment | 11 June, 2015 | 0

Few argue the need for interfamily relationship management. Why attempt to work with your clients’ children? They will be the largest-inheriting generation on record, plus many of them are high income earners with high COI potential. Not to mention, they want and need your advice. (CLICK TITLE TO READ MORE)

Selling Smart with John Oliver

By Alice Jacobberger | Sales & Marketing | 0 comment | 13 May, 2015 | 0

Looking to grow your business in the hottest market? Spreadsheeting isn’t the answer. Watch Transamerica’s John Oliver discuss why spreadsheeting is DEAD and how to Sell Smart to grow your sales. (CLICK TITLE TO SEE VIDEO)

QLAC RMD Tax Reduction

By Alice Jacobberger | Sales & Marketing | 0 comment | 8 April, 2015 | 0

Sales Idea – Lower your client’s taxes and increase their overall retirement income using the new IRS rules on QLAC! Read a discussion of the QLAC White Paper here. (CLICK TITLE TO READ MORE)

Life Check Up Always Needed

By Alice Jacobberger | Sales & Marketing | 0 comment | 6 April, 2015 | 0

One Denver producer has taken this idea seriously and has netted over 200k in commissions for the last several years. He systematically finds current… (CLICK TITLE TO READ MORE)

Top Four Sales Presentations

By Alice Jacobberger | Sales & Marketing | 0 comment | 6 April, 2015 | 0

PFN strives to be much more than a product provider. We want to also provide tools to help you be more valuable to your clients. As such, we’re providing some sales presentations for you to help focus on asking the right questions. (CLICK TITLE TO READ MORE)

Testimonials

I first met Mark Jacobberger a few years ago when my day-to-day business turned up an obscure question regarding the legal components of a life insurance policy. I ran the question by a colleague who told me that I should call Mark, "because he would know the answer, or find it." Truer words never spoken. Not only did Mark research the answer, he impressed me with his sincerity and genuine interest in finding ways to make my practice more profitable. All this before I submitted my first piece of business through the PFN shop. PFN feels small and accessible. It's easy to get to know the crew and everyone puts the broker's needs on the top shelf.

Verl Holmes CLU ChFC

I have worked with Mark Jacobberger and Producers Financial Network for the last seven years and I am happy to report that all experiences have been very positive. Mark and the PFN staff are conscientious, honest individuals who have come through in a pinch on some very large cases that we have written. If you want to get the job done, Mark and his team are the people who can do it. I hope our business relationship continues for many years to come.

Barry Bray CLU ChFC MSFS, Life Member MDRT

As a veteran of 43 years in the life insurance and financial planning business, Producers Financial Network is the One Source I always depend on. The team of professionals that Mark has crafted together are all dedicated to serving me and my staff, who are their clients. Some organizations struggle with understanding who they serve, but PFN has it dialed in. We are spoiled with almost instant response to our requests for illustrations and processing support and top level compensation.

Ray Harrison ChFC CLU CEP RFC Financial Advisor

I have worked in the insurance business for over 40 years. The people at "PFN" have been more helpful and knowledgeable than any of the company reps that I have worked with. They have researched, not only the companies, but also the products. Their efficient staff will help you offer the best product, then help you get it underwritten, and finally get it issued and paid for. This is all you can ask for!!

Randy Kilgore CLU RHU NAIFA National Past-President

Producers Financial Network has been a cornerstone in our firm's success. Their commitment to providing fresh, cutting-edge ideas helps us serve our clients and create a product base that is superior to what's typically offered on the market. They understand our goals and contact us on a regular basis to offer assistance and guidance. With a knowledgeable and professional staff, PFN is an organization that reflects integrity and outstanding service.

Dominick Paoloni CEP, Agency Owner & Investment Advisor