How the partnership works
A clear, controlled process in five steps.
The five steps
Understand the agency
We start by learning how your agency handles life insurance, annuity and retirement opportunities today. Together we find any real gaps and set the boundaries of the relationship.
Establish the lane
We agree on which services are offered, which clients or segments may be approached, how introductions happen, and how Agency Financial Desk describes its relationship with your agency.
Activate opportunities
Opportunities can come from warm introductions, renewal conversations, new-client onboarding, client life events, educational campaigns, or carefully chosen segments of your existing book.
Conduct the client conversation
A properly licensed and appointed Life Gateway advisor handles discovery, education, case development and follow-up.
Keep the loop closed
Your agency receives status updates, so introductions never vanish after the handoff. You stay informed, and your clients' confidential financial information stays protected.
Ways to activate the book
Every agency is different. The approach should fit your client base, your staff, your licensing and how involved you want to be. Options include:
Warm client introductions
Owners, producers and service staff point out established clients who may benefit from a life insurance or retirement conversation.
Renewal-window reviews
Clients are offered a broader protection review as part of your normal renewal process.
New-client onboarding
New P&C clients hear about your life and retirement capabilities soon after they join.
Life events
Marriage, a new child, a home purchase, a job change, retirement and business ownership can each open a broader conversation.
Targeted household campaigns
Your agency may approve outreach to selected client groups with relevant planning needs.
Business-owner planning
Commercial accounts can raise business continuation, key-person coverage, succession planning and the owner's own retirement.
Educational reviews and events
Your agency may host webinars, one-on-one reviews or short sessions on common life insurance and retirement questions.
We don't blanket your book with generic solicitations. We build a measured, agency-approved process you can test, evaluate and expand based on results.
Let's find out whether there is a real opportunity inside your agency
Or email Jeremy at [email protected]