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Tools for advisors

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Advisors are always on the lookout for ways to improve and learn. Two carriers and one organization have tools to help advisors brand themselves, expand their offerings and get educated.

The National Association of Professional Insurance Agents offers a branding program called Local Agents Serving Main Street America. The goal of the program is to let advisors increase their market share by extending their reach with a coordinated, quality advertising and promotional campaign. For more information on the program, visit www.pianet.com.

For advisors looking to expand their services to reach more business clients, ING has what is called Blueprints for Business. The ING marketing and sales program offers sales process support through interactive software, an updated Web site, high-end marketing materials and regional seminars. The program also provides individualized kits to complement the other materials, in addition to content-rich binders and CD-ROMs. For more information on Blueprints for Business, visit www.ing.com.

For advisors who sell annuities, John Hancock Annuities has launched a Web site aimed at educating and serving their needs. In the Advisor Center, professionals can track annuities portfolios on their home page. Sales Resources allows advisors access to John Hancock’s proprietary continuing education courses. There also is a Forms Wizard, which can direct advisors to the appropriate forms for their state and broker/dealer. In addition, there is a public home page that advisors can send clients and prospects to for information. For more information, visit www.jhannuities.com.


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