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)
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
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
Mark and the PFNCO Staff have been great to work with. Mark has helped tremendously with getting started with fee based accounts and Direct Investments. The sharing of ideas and providing alternative solutions to help me and the client have been extremely valuable. I can be assured when submitting a case that the follow-up will be provided by the staff. That quality service is what I am looking for in a marketing organization and PFNCO provides it with AAA rating.
Jon C Boyd CLU ChFC LUTCF
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, LLC is a full service insurance marketing organization providing Life, Annuity, LTC and Asset Based Long Term Care products based in Colorado Springs.
〉 SEE MORE
719-535-0739 (Colorado Springs)
Our offices are located at:
5350 Tomah Drive, Suite 3800
Colorado Springs, CO 80918