Reps must now complete the Certification Form for Sales to Applicants Outside of Their Resident State (EF-054) if an applicant is buying a life or annuity contract outside the applicant’s primary residence state. See the instructions for how/when to complete it. (CLICK TITLE TO READ MORE)
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)
In an effort to standardize how Indexed Universal Life (IUL) policies are illustrated and compared, the National Association of Insurance Commissioners (NAIC), the U.S. standard-setting and regulatory support organization, has recently adopted Actuarial Guideline 49 (AG49). The first phase of requirements will be effective September 1, 2015. (CLICK TITLE TO READ MORE)
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)
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 appreciate PFN's attention to my needs as a broker. Almost every time I talk with Mark Jacobberger, he gives me an idea that makes me money. PFN makes it easy to want to do business with them. I am looking forward to PFN's new website. I am sure that it will improve my ability to get the necessary work done in a quick and efficient manner.
Dale Anderson CFP
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
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
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
Producers Financial Network, LLC is a full service insurance marketing organization providing Life, Annuity, LTC and Asset Based Long Term Care products based in Colorado Springs.
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719-535-0739 (Colorado Springs)
Our offices are located at:
5350 Tomah Drive, Suite 3800
Colorado Springs, CO 80918