- Life InsuranceProspects interact with email marketing and are exposed to content offering a retirement/pension review with a knowledgeable agent who can assist them with effectively planning for their retirement. Agents can educate them on how to fill any possible gaps at retirement, how to consolidate retirement accounts, how to save on taxes, leverage IUL, life insurance etc. Upon entering their information, they will then book a time to meet with you and discuss their retirement concerns. These are all virtual appointments and will be conducted over the phone and Zoom.
- AnnuitiesThis is the function that truly sets SAT apart. Our search engine allows agents to instantly search through hundreds of annuities. Deep product detail and side-by-side carrier analysis enable you to evaluate and compare products to find the best option for their client.
- Travel Insurance