It's Not About us, It's About You!

Your Market Has changed dramatically!

  • Clients are tougher to aquire
  • Marketing methods that worked well no longer work or are cost prohibitive
  • Regulatory and Suitability issues surrounding sales to seniors make it downright frightening and difficult to sell to this group even if your integrity and advice are above reproach.
  • The focus of our products has changed from accumulation to distribution
  • Boomers and Pre-boomers are your future but no one is providing training and marketing tools that deliver results with this huge target market.

Any competent Insurance Marketing Organization (IMO) should provide good service, great products, and competitive compensation. Many IMO's offer leads, lead systems, software, and generic presentations as an enticement to get you to contract with them. If your IMO has all this and it's working well you should be grateful and thank them with your loyalty. Unfortunately you may be getting these things from your IMO and still be struggling to earn a living. The sad fact is few lead systems work and most sales presentations are a rehash of ideas that your prospects have seen a hundred times.

What PFG offers that makes a difference

  • A non-threatening way to attract prospects that want your service. They will contact you for an appointment
  • Sales training that teaches you to be an expert at identifying and meeting the needs and wants of your prospects
  • Software that allows you to create an effective income solution document for presentation to your prospect. We will teach you to use it effectively.
  • Compliance approved seminars, laptop presentations, and calculators for every conceivable financial concept that is appropriate for your prospect

At PFG we don’t work with thousands of agents. We only spend time and resources with agents and advisors that want the type of support that we are specialists at. We will only work with those that are coachable and want to develop a mutually profitable long term relationship.

If this is what you want please contact us. We will discuss your business practice to see if we are a good fit for you. PFG seeks to determine whether there is a mutually acceptable basis for doing business. If we are able to meet your conditions of satisfaction we expect to become your business partner.