In order for you to do your very best for your clients, we recognize that we must do our very best in order to support your efforts. As a result, we put a high degree of emphasis on providing the highest level of service to you so that you can deliver the very best to the clients you serve.
From the moment you meet with a new prospective client, we're with you every step of the way, helping to move that opportunity through the pipeline so that you are able to focus on what you do best — meeting with people and helping them meet their financial planning goals
The financial advisory profession requires an extensive knowledge of products, planning strategies, and advanced planning solutions. Relax. Our case design team is here to help ease your pain. Whether you simply need to know the latest rate changes, or need help constructing a comprehensive plan for your client, you can rely upon the case design team here at USA Financial to help.
Our case designers are fully licensed (insurance, securities, and investment advisory) and knowledgeable in the areas that matter the most to you and your clients. Think of the case design team as an extension of your practice. In a pinch and need help with how to approach a difficult case? Relax, that's why we're here. The case design team will help with advanced life insurance cases, they'll construct your Asset-Cycle Portfolio System, and be available to help with forms and other items needed to ensure your clients are take care of in the most professional manner possible.
Every advisor affiliated with USA Financial works directly with their very own Business Development Vice President. Your VP will serve as your quarterback for your relationship with USA Financial. Whether you have questions about technology, marketing, practice management, or a difficult case, your Business Development VP is your go-to consultant that you know is in your corner.
While there's no doubt you'll work with a number of the different team members here at USA Financial, your VP will be your main point of contact. You can feel confident knowing that your VP is fully licensed and is empowered to ensure your best interests are being attended to.
From the time you submit your first piece of business with USA Financial, you'll know that the New Business team is carefully reviewing your business and submitting it to the proper institutions. Our new business team is cross-trained across all lines, but works specifically within one product category to help move your business from the "submitted" stage to the "funded" stage.
In addition, our new business team stays on top of your case status, and notifies you of changes along the way. Their activities are easily monitored through your own personal new business dashboard. Your ability to have new business processed and funded is an important part of the relationship we have with you, and you can be confident in knowing your new business processor is working diligently to move your case to completion.
When you decide to join USA Financial, you'll have an entire team of people dedicated to help you with your transition. You'll work with members from our team to help assist get your contracts in place with the various insurance and investment firms that will form the basis for your planning practice.
We recognize that change isn't always easy, and we're here to help make the transition process as seamless as possible. You'll work with members from our team to get you up to speed on technology, marketing, new business, and everything in between.
One thing's for sure, when you make the decision to join USA Financial, you won't be alone. We'll be with you every step of the way and we are committed to ensuring that your transition is smooth.
Your business development VP will act as your quarterback to help you hit the ground running in all of these areas:
Long tenured USA Financial advisors quickly acknowledge that the Asset-Cycle Portfolio System has changed their practices for the better. You'll have instant access and support to proposals made with this online planning software.
If you're having difficulty with a particular case, or are simply preparing for an annual review, you'll always be a phone call or a click away from support that will make your practice more efficient. Our training videos will help you understand the software and presentation process so you can easily plug in and gain instant traction with your clients.
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Annuities are a great planning tool for many retired or soon-to-be-retired clients. With rates and products changing daily, it's imperative for advisors to have the resources they need in order to stay up with what's happening in the annuity world.
Our easy-to-use annuity resources allow you to quickly access forms, search product availability, learn about riders options, and stay on top of rates and rate changes... all with the click of a button.
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