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INSURANCE SERVICES

Our Life Insurance Platform

Our quality life insurance portfolio provides your firm the opportunity to provide your clients with today’s innovative products that meet their needs for growth, protection, income and effective estate transfer needs.  

The challenge for most agents today is to stay current with the consistent introduction of new products hitting the market.  Our platform can serve as your back office.  Allowing your agents to stay the focused on solving client objectives and at the same time help you achieve your firm’s growth and financial objectives.  We segment the life insurance market as follows;

  1. IULs,

  2. Final Expense,

  3. Mortgage protection, and

  4. Term

Then equally important analyzing which products will best serve your client and your firm.  
NetExit has access to virtually all annuity carriers and products to meet the need of the most demanding client.  We look at the following criteria in selecting our Flagship Portfolio of asset gathering products.

  1. First and foremost, it fulfills the client’s objective

  2. The carrier is consistently among the top carriers for that particular client objective

  3. Compensation appropriately rewards the agent and the firm

  4. Keep the number carrier appointments to a reasonable level.  

NetExit’s success and yours hinges largely on remaining focused on the delivering great value to our clients with a flagship product w also appropriately rewards the agents and the agency.  Fidelity & Guaranty is our Flagship carrier that is committed to our market and delivers great life insurance and annuity products.  But we do not stop there.  We have assembled a great line up of carriers to mee your every need.  We look forward to building together.  
 

Our Modified Endowment Contract Insurance Platform

This often overlooked product sector has the potential of greatly increasing the value of your firm.  Not only does it expand your product portfolio it can significantly increase your revenue per client.  

 

MECs solve two significant unaddressed client needs, effectively financing long term care expenses and effective estate transfer vehicle.

 

MECs are the hybrid of life insurance and annuities.  MECs have the tax free death benefit like life insurance and are taxed like annuities if client needs access to the funds.  The exception is that the LTC benefits are tax free for most of these contracts.

 

NetExit has access to the key MEC carriers and products to meet the needs of your clients.  We look at the following criteria in selecting our Flagship Portfolio of MECs.

 

  1. First and foremost, it fulfills the client’s objective

  2. The carrier is consistently among the top carriers for that particular client objective

  3. Compensation appropriately rewards the agent and the firm

  4. Keep the number carrier appointments to a reasonable level.  

 

Let our MEC Platform serve as your back office to provide the key carriers to deliver value for your clients, your agents and your firm.  Let’s start a discussion on how MECs can impact the valuation of your firm.

Our Annuity Platform

Our quality annuity portfolio provides your firm the opportunity to provide your clients with today’s innovative products that meet their needs for growth, protection, income and effective estate transfer needs.  

 

The challenge for most agents today is to stay current with the consistent introduction of new products hitting the market.  Our platform can serve as your back office.  Allowing your agents to stay the focused on solving client objectives and at the same time help you achieve your firm’s growth and financial objectives.  We segment the annuity market as follows;

 

  1. Growth,

  2. Income Now and Income in 5 years,  

  3. Health Care Doublers, and

  4. MYGAs.

 

Then equally important analyzing which products will best serve your client and your firm. NetExit has access to virtually all annuity carriers and products to meet the need of the most demanding client.  We look at the following criteria in selecting our Flagship Portfolio of asset gathering products.

 

  1. First and foremost, it fulfills the client’s objective

  2. The carrier is consistently among the top carriers for that particular client objective

  3. Compensation appropriately rewards the agent and the firm

  4. Keep the number carrier appointments to a reasonable level.  

 

The Syndicate’s success (every agent/advisor’s success) hinges largely on remaining focused on the delivering great value to our clients which is greatly enhanced by leading with a quality focused portfolio of annuities.  We look forward to meeting your annuity product needs.

Need more details? Contact us

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