1 the plus group a national disability brokerage marketing organization excellence in disability...

16
1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

Upload: rebecca-henry

Post on 26-Mar-2015

213 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

1

The Plus Group A National Disability Brokerage Marketing Organization

Excellence In

Disability Insurance Brokerage

Page 2: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

2

ServiceServiceOrganizationOrganization

Excellence in Excellence in Disability Disability

DisabilityDisabilityProfessionalsProfessionals

Top RatedTop RatedCompaniesCompanies

DIDIExcellenceExcellence

TechnicalTechnicalSupportSupport

QualityQualityProductsProducts

MarketingMarketingServicesServices

TrainingSeminars

PLUSPLUS

GROUPGROUP

Page 3: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

3

The Plus Group A National Disability Brokerage Marketing Organization

Page 4: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

4

Where are we located? Atlanta, GA Albuquerque, NM Boston, MA Charlotte, NC Chicago, IL Cincinnati, OH Coral Gables, FL Dallas, TX Detroit, MI Indianapolis, IN Kansas City, KS

Minneapolis, MN Mt. Airy, MD New York City, NY Newark, NJ Philadelphia, PA Phoenix, AZ Portland, Or Rochester, NY Salt Lake City, UT San Clemente, CA West Palm Beach, FL

Page 5: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

5

What is The Plus Group? The Plus Group/US L.P. is a service

organization. Providing Training and Disability

Insurance Products. To Insurance Agents, Brokers, Financial

Planners and Marketing Partners.

Page 6: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

6

What is The Plus Group? Service is provided by the pooled resources

of the managing General Agents who previously operated independently throughout the United States.

Adhering to our commitment to provide superior service, we stress the need for quality in every product and program we offer.

Page 7: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

7

Technical

Each risk is evaluated at the proposal stage and the appropriate carrier selected.

Each app is evaluated to be sure it is issue-able.

Advanced Underwriting for Complex Situations.

Special Risks that are Difficult to Insure.

Page 8: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

8

Technical

Financial & Medical Risk Evaluation. Professionally Designed Illustrations

available by mail, fax, or on the internet on a timely basis.

Sophisticated Electronic Business Tracking.

Page 9: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

9

Training Seminars Individual Disability Insurance

within a Financial Plan Business Disability Insurance

within a Business Continuation Plan

Policy Types and Contract Provisions

Page 10: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

10

Training Seminars

Underwriting and Issue Procedures Sales Presentations and

Illustrations C. E. Qualified Seminars

Page 11: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

11

Administrative New Business Processing and

Underwriting Follow-up Contracting with Plus Group

Companies Policy Service Relating to In-force

Business

Page 12: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

12

The Plus Group Companies Assurity Life Berkshire Life Combined Fidelity Security Guardian Illinois Mutual MassMutual Mutual of Omaha

Nationwide Pan American Petersen Int’l The Principal Reliance National Standard of Oregon Union Central

Page 13: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

13

The Plus Group DI Products Individual DI Senior DI Physicians Excess Limits Business Overhead Buy/Sell Key Person Impaired Risk Mortgage DI Multi Life / List Bill Guarantee Issue

Group LTD Group Supplement/Wrap Individual / Group Combo Pension Contribution DI High Excess Limits Bank Loans Employment Contracts Performance Contracts Divorce Settlements

Page 14: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

14

Who will survive? Who will survive?

DI Industry Update Products changing Carriers changing Increasing opportunities in the DI

business market

Page 15: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

15

Why The Plus Group? A marketing concept whose time has come. We bring order to a chaotic market. Our Partners are unequaled as a group in

background and talent, most are ex Paul Revere, Provident, Unum General Managers

Our electronic systems are on the cutting edge. We know how to put solutions together and how

to get cases issued. We fill a training void for the marketing of D.I.

Page 16: 1 The Plus Group A National Disability Brokerage Marketing Organization Excellence In Disability Insurance Brokerage

16

ServiceServiceOrganizationOrganization

Excellence in Excellence in Disability Disability

DisabilityDisabilityProfessionalsProfessionals

Top RatedTop RatedCompaniesCompanies

DIDIExcellenceExcellence

TechnicalTechnicalSupportSupport

QualityQualityProductsProducts

MarketingMarketingServicesServices

TrainingSeminars

PLUSPLUS

GROUPGROUP