Advanced Underwriting Consultants (AUC) provides customized outsourced advanced sales support to life insurance professionals. AUC delivers its services through a sophisticated nationwide network of life insurance-oriented attorneys and professionals.
AUC provides most customers with the following services:
Telephone and email consultation:
When producers have an advanced sales question or case, they want help right away. Our consultants are available!
Proposal support:
Sometimes it’s not so simple to translate a concept into relevant life insurance proposals. Our consultants have worked with the illustration systems of a number of carriers, and can also help design cases using InsMark’s system. We partner to help you secure the clients you have chosen to do business with!
Sample documents:
AUC has access to libraries of specimen documents supporting buy-sell situations, irrevocable trust planning and other advanced sales concepts.
Monthly Newsletters:
Life Live discusses the latest tax and technical developments relevant to life insurance, pension and annuity professionals. The Life Live monthly publication is designed to keep you and your customers up-to-date.
Think About It offers an in-depth examination of the latest life insurance and financial tools, techniques, and planning concepts. We see it – month after month. Each newsletter will be a single topic issue of interest to life insurance and financial professionals, as well as CPAs and attorneys.
Golden Bullets is a customizable newsletter that is designed for you to offer your current or prospective clients a capsulated consumer oriented version of Think About It. It is a cost effective way for you to strengthen and develop relationships while informing your clients of information that could effect them. This turn-key newsletter keeps you in touch with your clients and provides an easy reminder of your continued commitment to working on their behalf.
Speaking Engagements/Corporate Meetings
Turn your meetings into a fun, interactive session focused on increasing results. Linas Sudzius speaks frequently and is available to work with a group of your management team or at meetings with your top producers.