- The PSF Life Sales Desk is dedicated to making the process easier for policy reviews and smaller insurance transactions where field support is not necessary, allowing you to spend more time with your clients.
- The PSF Life Desk was developed exclusively for Financial Advisors to assist with life insurance questions including the design, support and placement of life insurance, as well as policy reviews.
- The Life Desk is targeted to any Financial Advisor with insurance questions and especially for those advisors who have not done permanent life insurance business in the past or would like a streamlined option for their smaller cases.
PSF Internal Life Desk Support
The experienced and knowledgeable sales team will:
- Facilitate the policy review for your clients
- Run quotes and illustration requests
- Provide guidance on the approved carriers and product selections
- Process applications and oversee policy submission and delivery
- Coordinate PSF field resources for higher net worth or more complicated sales and design situations