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ABOUT US - PFG Marketing Group, Inc.
PFG is an Insurance Marketing Organization (IMO) dedicated to
“Relentless Support for Financial Professionals”. At PFG our focus is to meet
the needs of those Professionals whose primary practice
is the sale of Life Insurance and Annuities. Our expertise is in providing the Financial
Professional the best use of all types of fixed products ranging from traditional to the more
complex, Fixed Index Annuities and Index Universal Life products. We are specialists in providing
solutions for retirement income, income tax minimization and wealth transfer strategies.
Founded in Phoenix, Arizona in 1995, the Principals and Senior Marketing Staff, each have more
than 20 years of Insurance Industry experience. We understand the needs of the Professional
Producer and we go that extra mile to assist them in their practice. Our hands-on, personal
service and expertise is what truly differentiates us from our competition.
It is absolutely necessary that you have quality assistance to stay on top of the issues
in this current financial climate. In addition rates, caps, commissions, forms and training
requirements seem to change on a daily basis. At PFG we pride ourselves in staying on top of
these changes and letting you, our valued client, know immediately. You don’t want to be
caught by surprise at the critical point of contact with your client. Nobody enjoys having
to obtain more signatures because of missing or incorrect forms.
While the seasoned producer is an integral part of our focus, we also believe that there
are many Professionals who have not yet realized their greatest successes. At PFG we are
constantly working to make it easier for advisors to gain the knowledge and confidence
they need to achieve the success that they desire. We believe that there are many $500,000
to $1 million dollar producers that, given the right tools and armed with the proper knowledge,
can become top producers and top earners in the annuity business.
At PFG we are continually developing and delivering producer training tools. Training agents
that are new to the annuity business is one of our primary goals for 2012. There has never been
a better time to be in our business. Let us arm you with the knowledge and tools you need to
become a $5 Million dollar Producer. With the right partnership you can have your BREAKOUT year!
Let’s make 2012 the best year ever, Together!
Why PFG Marketing Group?
Any competent Insurance Marketing Organization (IMO) should provide good service, good 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 break
through to a new level of production. 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.
We welcome the opportunity to share Prospecting and Sales Methods that are working for some
of our top producers.
A Few Great Reasons to Place Your Business with PFG
Training -
Online training will prepare you for situations you may face in your day to day
business. A few examples of tutorials available include; Qualified versus Non-Qualified accounts,
How to present surrender charges to a client, How to best use different crediting strategies
available. These are just a few. We also have extensive product training on the products we offer.
Carrier Ratings and Financial Information –
At your fingertips you can see all of the carriers available to you through PFG and by
clicking on each respective logo you can print out a one page report with the critical rating
and finacial information for that carrier.
Product Search -
You can use our product search engine to find the perfect product fit for
your client in almost any situation. Search by product type, duration, bonus, commission,
issue age, company, etc.
Calculators and Illustrations -
Online and downloadable calculators to assist you in closing
sales. Demonstrate the benefits of Roth conversion, tax-deferral, taxable equivalent yield,
triple split income planning, Social Security tax reduction to name a few.
Consumer Presentations -
Imagine having the best sales presentations from the industry’s
top producers at your fingertips. Presentations and complete scripts can be made available
to you to create your very own “Tailor Made Seminar”. We have customized Retirement Success
Workshops with complete scripts and pre-recorded training videos to teach you how to present
a seminar like a Pro.
Retirement Income Planning Software and Training -
You are aware of this huge opportunity but few advisors have mastered the process.
Our Income Planning Tool makes you the expert.
Learn how to use this tool to put together a 14 page comprehensive retirement income plan
for retirees. The average annuity sale on these cases is in excess of $200,000. The
software and complete training are available exclusively to PFG agents. If you prefer,
you do the fact finding and our in house consultant will put together the plan for you.
Your competition does not have this!
FIA Comparison Calculator -
With this exclusive calculator you can run comparisons
on accumulation values and income account values to the S&P 500 Index for any 10,15, or
20 year period. This is an extremely powerful tool for our agents. (Rates are changing
frequently. It’s very important to us, that you have the most current and up to date
information available.
Personal Attention -
At PFG you will work with the same Marketing Consultant every time. The same person will
handle your contracting and new business every time. Our mission statement is “Relentless
Support for Financial Professionals “. We take that very seriously. Long term, profitable
relationships are the life blood of our business. It is our goal to become your business
partner and to be indispensable to the success of your practice.
To find out more about these great sales tools and support, please click on the various bullets
on the left side of the main pages of this website.
I ask that you give us the opportunity to show you what it is
like to work with a Marketing Organization that understands your challenges and is committed
to providing you the best support in the industry. If at any time you are not
satisfied with the support our firm gives you, all you need do is request a release and it
will be granted. Given the opportunity we will earn your business!
Sincerely,
Mike Ford
President
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