The Modell Brokerage Group provides a resource relationship network
that goes beyond traditional marketing support of Fixed Insurance Products.
[+] Product Guides
Product Guides: All of the available sales literature for Fixed Annuity, Life, and LTCi products in electronic format easily packaged, downloaded, and available to prepare for client delivery. For additional hard copy material simply e-mail quoteit@modellbrokerage.com
[+] Online Quotes
Online Quotes: Quick access to multiple illustration software suites that will objectively compare all available Fixed and Indexed Annuity, Indexed Life, and Traditional Life Insurance products in seeking the optimal client solution. For additional hard copy material simply e-mail quoteit@modellbrokerage.com
[+] Request a Quote
Request a Quote: Receive individual case consultation, analysis, and a fully customized point of sale presentation, a professional deliverable for sophisticated clients and their case work. For more information please refer to the Learn More link on the home page.
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[+] Carrier Forms
Carrier Forms: All Fixed Annuity, Life, LTCi applications, transfer/exchange paperwork, disclosures, and pertinent forms available in electronic format, easily packaged and downloaded to ensure suitability, and enable efficiency of processing. For additional hard copy materials simply e-mail writeit@modellbrokerage.com
[+] Underwriting
Underwriting: Utilize risk evaluation software that provides instantaneous feedback on potential underwriting challenges when encountering all of the various health conditions and corresponding pharmaceutical treatments. Paramed services, an understanding of company specific underwriting policies and procedures, as well as your personal contact for case management and progress. For additional hard copy materials simply e-mail writeit@modellbrokerage.com
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[+] Case Status
Case Status: Proactive support and communication on the progress of all your submitted business, managing each transaction to be sure expectations are met, and value is delivered. For additional information on these services, or new copy of your updated pending spreadsheet simply e-mail placeit@modellbrokerage.com
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The Modell Brokerage Group, LLC is a wholesale marketer and distributor of Fixed Annuity, Life, and Long-term Care Insurance products. Through our extensive use of third party comparison software and distributed computer technology, we help deliver the best-fit insurance products for our brokers 365 24/7. We focus on helping our partners grow their practice and build profitable distribution with an emphasis on the needs of their customer, the retail consumer. [learn more]
“It took over 20 years in the industry to appreciate the need to introduce an Independent Marketing Organization that understood the competitive landscape, could deliver consistent value, and had procured the knowledge on how to further develop the business of the today’s Financial Professional.”
Steven Modell, President
Modell Brokerage Group, LLC
Modell Brokerage Group
800.611.7418
info@modellbrokerage.com