5301 10th Ave North, Greenacres, FL 33463
Our Services
Marketing concepts, leads and Proven Sales Systems
Innovative marketing programs and tools that change with the market are essential to your success. From grassroots Family Planning, Tax-Free Retirement Strategies, to selling life insurance and IUL, we have marketing and the support staff to help you take your practice to the next level.
Our lead generation tools are designed to help you find qualified leads and grow your business.
Discover new ways to engage clients and prospects. Our sales systems are designed to help you close more deals and increase your revenue.
Tools of the Trade
We provide you with the agent tool sets that a modern advisor needs in order to process business quickly in this ever-innovating market.
From quoting tools for Term or Permanent Life Insurance or lead and marketing systems, Shoreline Financial Group will provide you a wide array the “tools of the trade”. Whether you are looking to determine the right amount of life insurance coverage for your prospective client or the most competitive case design we’ve got you covered!
Concierge Underwriting
No matter the size of the case, we can provide you with an advantage over your competition by leveraging our expertise in Underwriting to secure the best offers for your clients. Understanding the complexities of underwriting can be challenging, but it’s our specialty at Shoreline Financial Group. Our concierge underwriting can assist with case design, medical file reviews, APS summaries, cover letters, trial applications and competitive policy placement. We speak the same language as the carrier underwriters and will ensure you get the best offer on your more challenging cases.
Case management
Life Insurance has expanded beyond just a death-benefit product, and now includes Living Benefits. In order to succeed, it’s crucial to have innovative marketing programs and adaptable tools that stay current with the market. We offer a range of resources to elevate your practice, Our support staff is equipped to help you take your practice to the next level with tools like online life quotes for term and permanent policies, needs analysis calculators, gap and contribution retirement reports
Give your clients the information they are looking for.
work in your clients’ best interests by providing understandable and transparent answers and analyses for all their insurance and retirement needs.
Top Carriers
Our extensive network of partnerships with the nation’s premier carriers grants us unparalleled access to a comprehensive array of annuity and life products available in the market. In addition, we take pride in offering exclusive proprietary products that are solely available through our organization.
Let Us Take Your Business
To The Next level
