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
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
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
Find Out More!
If you've ever had a life or long term care insurance come back different than the coverage you applied for,
you know the challenge of trying to place that case. We've partnered with XRAE, a leading technology support
tool that allows you to search against the proprietary underwriting rules of multiple carriers with one click.
XRAE is the first multi-carrier field underwriting and quick-quote management tool in the industry built for
the brokerage general agencies.
XRAE does what no human being can — perfectly evaluate over 200,000 specific underwriting rules based
on over 600 potential questions in less than a second to determine the "best case" underwriting classification
at each XRAE Partner Carrier. XRAE was conceived and developed by a team with over 50 years combined experience
in life insurance brokerage. The process of field underwriting and quick-quoting just got a whole lot easier.
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.
With product changes and enhancements happening on a routine basis, financial advisors need the tools available
in order to quickly assess the best options for their clients when it comes to life insurance or long
term care insurance.
Our Life/LTC resources have been carefully assembled to help advisors stay on top of changes, access forms,
quotes, and underwriting guidelines and requirements. Couple this with your own dedicated go-to person for
life and long term care, and USA Financial is positioned perfectly to help you grow this part of your practice.
Broker Dealer & RIAMember FINRA/SIPC
Formulaic TrendingMoney Management
Turnkey AssetManagement Platform
Insurance & AnnuityDistribution
Multimedia MarketingConsulting & Technology
Compliance Guidance &Practice Management
For consumer information please visit the following sites: