For more information on each benefit, see the Individual Benefit Descriptions.
For more information on each benefit, see the Individual Benefit Descriptions.
Education |
Partner |
Select |
Premier |
|---|---|---|---|
Business Family Dynamics |
included |
|
|
New Business and Underwriting Support |
Partner |
Select |
Premier |
|---|---|---|---|
Dedicated Case Manager and Assigned Primary Underwriter |
|
||
Weekly portfolio review |
|
||
Preliminary underwriting option |
|||
Trial assessment application |
|||
Exeutive Underwriting Account (EUA) |
| Practice Management | Partner | Select | Premier |
|---|---|---|---|
| Proven Practices consultation | |||
| Proven Practices opportunity discovery analysis |
|||
| Express practice management consultation |
| Dedicated Contacts and Exclusive Resources | Partner | Select | Premier |
|---|---|---|---|
Executive Experience |
included | ||
| Advanced product and case consultation with an experienced actuary | |||
| Assigned Regional Sales Director & Insurance Sales Representative | |||
| Access to Director of Advanced Planning | |||
| Dedicated Strategic Partner toll-free support line, 1-855-492-4777 | |||
| Direct access to Strategic Partner in-force team | |||
| Dedicated claims contact | |||
| Special access to ordering of age and amount attending physician statements | |||
| Advance notice of campaigns and webinars | |||
| Wealth Operations: payout annuities contact | |||
| Wealth Operations: AA & GIC |
Reach out to your Regional Sales Director for more information about the program benefits and how to access them.