J.W. Cole is committed to supporting your insurance efforts with a very robust Sales and Marketing team.  We understand that each insurance case has its own unique circumstances and needs. Each of our experienced life and long-term care partners are specially trained to work with you on advisor training & sales support, case design, underwriting, and product availability. It’s these four areas that will set you apart in the field.

Advisor Training & Sales Support

From our National Sales Conference to the one-on-one support services, J.W. Cole’s insurance partners stand ready to provide the training and education you need to successfully provide a holistic financial planning service to your clients.  J.W. Cole recognizes that your clients expect you to be an expert in many fields beyond just securities.  Offering risk-management solutions and innovative income planning through the appropriate use of insurance products is essential to establishing yourself as the “Trusted Advisor” with your clients.  J.W. Cole and its strategic partners stand ready to provide you with training necessary to take your practice to another level.

Case Design

Recognizing that every sale is unique Case Design is a major driving force in marketing and prospecting life insurance sales. From simple death benefit cases to more complicated premium finance or defined benefit cases your, J.W. Cole’s life insurance partners are prepared to help you look like the expert.

Underwriting

As reinsurance carriers continue to contract it’s more important than ever to understand just what is possible by professionally packaging a case for submission to an insurance carrier. An integral part of the packaging starts by doing good field underwriting. Often overlooked in the process good field underwriting is the basis for everything to follow. Our internal staff is available to help you cut through the clutter and put your case in the best possible light.

Product Availability

Rest assured that J.W. Cole is prepared to provide the best products available to you and your clients.  Your cases will be compared between all of our licensed carriers to ensure that you are able to offer the highest opportunity for clients to successfully achieve their financial goals.