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Profiles+
Professional is a personal and business analysis tool that analyzes
a client's insurance, investment and financial planning goals, to
help them see their situation today compared to their objectives.
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Profiles+
Professional is an ideal tool for true financial planning. It not
only provides a thorough analysis, including asset allocation, but
it can calculate tax implications in a client's plan. Due to its
modular format, it can be used for specific planning needs, as well
as more comprehensive planning. |
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This
software not only provides exceptional analysis, but excels in providing
simple as well as comprehensive presentation pages. By uncovering
multiple needs, producers sell more products. |
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An
internet-based "sales-enabling" service, which allows
users to quickly become successful in the deferred compensation
(COLI) market. |
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Focus on mid-market businesses. In the area of executive benefits,
the mid-market opportunity should be defined by either the number
of employees within a company, or more specifically by the number
of highly compensated executives within a company. |
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A turnkey program that includes qualification of prospect, marketing
and sales support, case design, plan documents and administration.
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Global
Insurance Funding Transaction (G.I.F.T.) is a sophisticated premium-financing
program that provides an alternative funding mechanism for life
products purchased to offset large estate and corporate liabilities.
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Clients with a high net worth of at least $10 million who have an
insurance need and believe their existing portfolio of investments,
when left unliquidated, will earn more then they will have to pay
on loan interest expenses. |
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G.I.F.T. offers compelling sales solutions, comprehensive supplemental
illustrations and access to a consortium of established banks willing
and able to lend in this market. Loans are available in both U.S.
dollars and Japanese Yen. |
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If you are currently contracted with any of the
Jefferson Pilot Financial family of companies,
please disregard this ad.
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