Annuity & Life
Many product specialists in our industry give you spreadsheet answers and move on to the next call.
Our Annuity & Life sales team takes a consultative approach spending the time needed to build out extensive plans for your clients. They are the human encyclopedias of the insurance business, ready to help you every step of the sales process. Our case management team is well versed in the different application, submission, and underwriting platforms.
Meet Our Annuity & Life Team
VP, Annuity & Life Sales
SVP, Advanced Planning
Senior Annuity Product Specialist
Annuity & Life Product Specialist
Life & Annuity Illustration Specialist
Licensing & Commissions
Need help getting contracted with Asset?
Our licensing and commissions experts navigate the appointment and commission process with insurance companies to ensure a smooth transition when onboarding and are here to assist you with all of your contracting, appointment, and commission needs.
Meet Our Licensing & Commissions Team
Director, Business Integration
Senior Contracting Specialist
Our New Business team guides you through the daily interactions with insurance companies to ensure a smooth experience and faster turn arounds. Our team is available for impaired risk assessments, assistance with forms and applications, application scrubbing and proactive case management.
Meet Our New Business Team
Director, New Business
Annuity & Life Case Manager
Marketing & Creative Services
Advertising your business offerings to new or current clients begins with telling a story.
Our in-house marketing and creative team can bring your vision to life through custom branding, graphic design, social media content creation, event promotion consulting, website development, and more.
Meet Our Marketing & Creative Team
Director, Marketing & Creative Services
Art Director & Graphic Designer
Need to talk to our team and figure out if Asset is a good fit for you?
Our Advisor Relations team is your first point-of-contact that can help answer all of your questions to determine if we are a fit. Call Erik or Chris to start the most important conversation you may have for your business.
Meet Our Advisor Relations Team
VP, Advisor Relations
Advisor Relations Specialist
Events & Operations
Our events and operations team provide Asset advisors with top-notch experiences! Whether you are calling into the office for support or attending one of our educational and entertaining events, our team makes sure to provide you with the answers and support you need.
Meet Our Events & Operations Team
Administrative Assitant (SP Assistant)