At Premier we strive to provide the best service to our agent's and their clients. In doing so we hope to make their experience as pleasant and hassle free as possible. When making a decision about their financial future or that of their family, we provide facts and figures to help agents and clients make confident strong decisions about their financial future.
In today’s world representatives are more reliant on technology than ever. That is why Premier Financial, Inc. has supplied them with a very valuable resource. Premier Financial, Inc.’s website supplies the representative many useful tools to assist them in providing the best possible support for their clients. The representative will have access to forms, carrier information and ratings, quote engines, advanced marketing materials and more at their fingertips.
Premier Financial has the materials, tools, software, resources support and products to help the representative be successful. Premier will consult with banks, broker dealers and insurance agencies and sales representatives to develop customized marketing plans that include the appropriate campaigns to effectively inform and educate your clients on the insurance and investment services provided.
Representative Marketing – Premier distributes a steady stream of sales ideas, product updates and marketing campaigns, in addition to providing access to advanced sales departments, financial institution specific marketing strategies and much more.
Consumer Marketing – Premier offers targeted need-based direct mail marketing, consumer seminars, newspaper advertising, advanced sales financial planning, consumer workbooks and educational pieces and consumer-oriented financial institution marketing, including branch signage, posters and annuity rate boards.
Premier has helped develop the sales skills of hundreds of representatives. We will provide specific product or generic needs-based sales training either in person or online. Whether it is training a newly licensed representative or an experienced representative with a sophisticated planning strategy, Premier has the experience and expertise. Premier also provides CLTC and LTCP training for the comprehensive nationally recognized Long Term Care and Senior Marketing designation.
Contracting and Licensing
Premier Financial has a staff dedicated to assisting our clients with the contracting process. We understand that it is critical to get you appointed the right way, the first time so commissions are paid correctly.
Experienced – Whether you are a financial institution, brokerage agency, or independent agent, we have years of insurance industry experience to help you set up the most complex hierarchy structures.
Quick & Easy – Visit our website www.premierfinancialinc.com to view the insurance carriers we have available and to request paperwork to become appointed. Within 24 hours, the contracting will be faxed or emailed to you. If you have any questions or need forms sent to you immediately, please call us at 1-800-480-5005.
Compensation Competitive – Premier Financial offers some of the most competitive payout structures in the industry. We will be able to assist you in designing multi-level compensation hierarchies to accommodate your distribution channels. We also have the ability to track your commission with our online systems to give you the most up-to-date information.
Fast – By using commission netting and EFT, you will receive your commissions quickly. Please contact us at 1-800-480-5005 to find out how to set up one of these payment alternatives.