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In our continued effort to provide our agents with the best service in the industry,
Mountain Financial has merged with
Select Brokerage. We now offer an unbeatable
combination of underwriting support, superior technology, advanced case expertise,
and a special ability to tailor our service around each agent's own unique needs.
UPDATE: View Annoucement Webcasts
Take the National Challenge!
Give us an opportunity to earn your business and we will pledge the following:
- An understanding of who's the boss (you), and molding our service around
your business to make it run at its highest efficiency.
- We will always treat every piece of business like our paycheck depended on
it and thank you personally for every application.
- Provide the best support in the industry, including: in-house underwriters,
an in-house CPA, advanced case experts, a Premium Finance Team and complete technology
support (your own client management system, personalized web site, mass e-mailer,
e-contracting and e-applications).
- A dedication to provide the best agent value proposition in today's ever changing
market.
Let us have the privilege of being your back office support and we will reward
your trust with your most productive year ever.
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SETTLEMENTS |
- What is a Life Settlement?
- How much will my client get for his policy?
- When do I use a Life Settlement?
Let National Brokerage make this easy for you. Settlements are not asking you to
do anything new with your clients. You are simply practicing the basic fundamentals
that have built the Life Insurance industry.
Review your client’s policy and determine if it’s the best vehicle to accomplish
your client’s objective.
Click here to learn
more!
"My client has some health issues. Which life insurance company will be best?"
"I think my client should get standard or preferred, but this case is too important
to guess."
Never in our underwriting history has it been so important to find the right Life
Insurance Company for your client. Every insurance company underwrites differently
and every case is different.
Leave this to the experts at National Brokerage.
Click here to learn
more!
- How does Premium Financing work?
- Who can qualify?
- What are the risks?
- Does my client have to be a certain age?
- Do the life insurance companies approve of Premium Financing?
Let National Brokerage make this easy:
Premium Financing has been around the life insurance industry for over 10 years.
In simple terms, it's the borrowing of premiums to fund a life insurance policy.
Click here to learn more!
- Do you need to get more organized?
- Need more time?
- Confused where to start?
- Sick of going to ten different locations for information you need?
Let National Make It Easy
In our continued effort to provide the industry's best service, National has developed
your technology solutions. We don't shove a canned, one-size-fits all approach at
you. Let us tailor our powerful systems and resources around your unique business.
National has built and continues to develop the systems for you.
Become more efficient, create more time and profit.
Best of all it's free to our agents! We won't nickel and dime you for technology
solutions. Our goal is the same as yours, more business placed in the most efficient
manner.
Click here to learn more!
- Passing by life cases because you don't have time?
- Tired of the paperwork and the long process?
- Enjoy the sale, but hate the process?
- Would you like to cut the underwriting process in half and double your income?
National Brokerage has the solution.
We have built a "Concierge Team" for you. We will work at your direction to expedite
the underwriting process.
Click here to learn
more!
- Sick of filling out the same information over and over again?
- Tired of going to multiple locations to get status, forms, quotes and to order your
client's exams?
- Need to get more organized?
- Need more time?
National Brokerage has the solution:
We have built the OES for you, and will continue to customize it for you. The OES
is a Client/Agency Management system built with the same principles that built the
insurance industry but with one big difference... We only ask you to do things once.
Some Key OES Features:
- Completely Free
- Mass Marketing Emailer
- Customizable Auto Event Emails
- Fillable PDF Forms
- Integrated Term Quoter
- Integrated Paramed Orders
- Full Real Time Case Status
- Customized Reporting
Click here to learn more!
- Don't have enough time to review your client's life policy?
- Not sure if that old policy is still the best for your client?
- Have old clients who need policy review, but don’t know where to start?
Most agents spend 80% of their time prospecting for new clients. 90% of agents DO
NOT perform a Basic Annual Policy Review. Most of the agents say they don't have
the time or life insurance is not their focus.
We can help!
Click here to learn
more!
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UNDERWRITING |
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PREM FINANCE |
| TECHNOLOGY
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MyCONCIERGE |
| ONE
E SYSTEM |
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POLICY REVIEW |
Welcome To
National Brokerage Group
Call Us Today: (800) 377-6344
National teams with life, annuity, and life settlement agents to offer the best
service and products in the industry.
We have developed the industry's leading technology by listening to our agents and
tailoring around each individual's needs. We want the opportunity to earn and grow
your business! [ read more...]
Please Email Us Now |
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Industry News
| NB | NB Partners with LeadCo | | NB | NB Partners with NetQuote | | WCL | Lowers Term Rates | | PRU | Using tobacco and still non-smoker | | AXA | Good Health Credit Program | | JH | Life with LTC rider still available | | ING | Staying the course | | MF | MF Buys Term101 |
NB Partners with LeadCo12/1/2008
National Brokerage has partnered with LeadCo to provide our agents with exclusive
Mortgage Life Leads. We are also offering a lead reimbursement program in
conjunction with LeadCo. All leads are automatically populated into the One-E-System.
Click here to learn more
NB Partners with NetQuote11/11/2008
National Brokerage has partnered with NetQuote to provide our agents with Life Leads.
All leads are automatically populated into the One-E-System.
Click here to learn more
Lowers Term Rates11/10/2008
While the market makes it more difficult for clients to pay all their bills, West
Coast Life is lowering term rates to help your marketing efforts.
Click here to learn more
Using tobacco and still non-smoker
10/29/2008
Prudential Life is still one of the best carriers in the industry when it comes to clients with a
tobacco habit. Non tobacco rates are available for all tobacco use, except cigarettes (even
with a positive nicotine screening).
Good Health Credit Program10/29/2008
It seems like underwriting can usually only find the negative attributes to our clients.
AXA uses some of the positive information to get more aggressive offers for your clients.
Click here to learn more
Life with LTC rider still available10/29/2008
With John Hancock, your client can accommodate both of the needs all at once. Life insurance and LTC
together all on one plan.
Click here to learn more
Staying the course10/29/2008
In these turbulent times, ING has stayed steady. Financially sound and ready to storm into 2009.
Click here to learn more
MF Buys Term101
6/13/2008
In an effort to leverage its unique position in the life insurance industry,
Mountain Financial has announced that it has acquired Term101.com.
Mountain Financial has worked extensively with Term101 over the last 6 years and
has been instrumental in developing Term101 into the internet leader it
has become. Term101’s reputation and leadership in this sector is based in
large part on the unique processes developed over the years to move clients from
prospects to paid clients as quickly and efficiently as possible.
All the employees and resources of Term101 have been retained by Mountain and
this allows the introduction of a new service called MyConcierge. The
MyConcierge program allows agents to outsource all of the paperwork and
labor involved with applying for life insurance.
By utilizing Term101’s resources and processes, applications are handled
with the utmost efficiency from scheduling a paramed and taking an application,
to mailing and placing the policy once approved.
The response to the MyConcierge program so far has been overwhelming with
nearly 100 applications handled by the processing teams each month. Mountain
Financial is committed to growing this program as this represents a significant
need for many agents across the country, allowing them to focus their time on
sales and finding new prospects rather than be bogged down by endless requests
from carriers to get cases approved.
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Transparent
Transparent:
Earning your trust through integrity, communication and full disclosure
Objective
Objective:
Searching for the best possible solution under your direction
Professional
Professional:
Working at highest level of professionalism to facilitate every case
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