Tools and Technology to Help You Succeed
We know that technology is only effective if it can make you more efficient, we are as focused on the integration of data and software as we are on the actual technology. That means less duplication of effort and more time building your business.
Marketing, Branding and Prospecting Tools
Customized print and digital materials
Access to web-based prospecting search engine
Social media program including a content library and pre-approved campaigns
Training and Development
Onsite product and sales schools and practice management conferences
Equity Services, Inc. (ESI) Illuminations Advisory Platform
Open architecture platform with sophisticated technology that gives you the infrastructure you need to operate your fee-based management practice
ESI Technology Platform
No matter what path you choose, technology plays a role throughout the entire process for today's financial professional, from prospecting to plan implementation and ongoing service.
Prospecting and marketing tools
Financial Planning tools
Leading Client Relationship Management tools
Research tools including Wealthscape® and discounted access to Morningstar Advisor Workstation
Trading and Account Servicing using Wealthscape®
An Electronic Business Processing Platform
Data Aggregation and Reporting through Investigo®
Mobile App
Access client information anytime, anywhere, get notified as business processes and run illustrations – all from your mobile device.
Straight-through Processing e-App
Focused on improving productivity, we have introduced e-App for many of our life and annuity products. This offers agents a tool that helps complete apps in Good Order, resulting in fewer follow-up visits with clients.
EZ Underwriting Program
Introduced January 23, 20017, this program represents a seismic shift in underwriting life insurance.
Advanced Markets Support
Our Advanced Markets team specializes in working with high net worth individuals, business owners and their families, foreign nationals, along with charitable and nonprofit organizations at no cost to you.
Qualified and non-qualified business
Trust services through Fidelity
Business Planning
National Life's CPA Advantage Program
Charitable Giving Strategies
Estate Planning Strategies