Aurora Capital Alliance is a Premium Finance Facilitator for Carriers, Banks, IMO’s and Broker/Dealers. We specialize in advanced planning in three main areas; Business Succession, Executive Benefits and Wealth Transfer. We are located in San Diego but are a national firm with local relationships. Finally, we are well positioned in the premium finance marketplace which creates substantial value to the clients we serve. Visit us at http://auroracapitalalliance.com/
Hoopis Performance Network provides digital learning, sales effectiveness and leadership development solutions designed to increase productivity and retention within financial services organizations. Depending on your organization’s needs, we offer scalable, customizable resources for developing advisors, leaders, and home office employees/field staff. In addition, we’ve developed financial wellness digital educational content as a valueadded benefit for employees and clients. Connect with us to learn why 75+ organizations with 70,000+ financial professionals in 30+ countries throughout the world leverage HPN to help them attract, develop and retain key talent. Visit us at: www.hoopis.com
For over 110 years, National Underwriter has been the first in line with the targeted tax, insurance, and financial planning information you need to make critical business decisions. With respected resources available in print, online, and in eBook formats, National Underwriter remains at the forefront of the evolving insurance industry, delivering the thorough and easy-to-use resources you rely on for success. Visit us at www.nationalunderwriter.com.
Pentera Group, Inc. publishes a suite of tools carriers provide to producers working in the advanced markets. The Advanced Markets Resource Center (AMRC) includes a comprehensive reference source, learning modules, calculators, specimen documents, and collateral sales support. AMRC is an intuitive, user friendly suite of tools producers, home office executives, and sales support teams use to prepare cases, answer questions, and sell using estate planning, business insurance, retirement planning, and charitable giving concepts.
The AMRC platform includes these industry favorites:
- Advanced Markets Online (AMO) and AMO Documents
- AMO SalesMaker and AMO Playbook
- AMO Calculators and e-Pocket Tax Tables
- AMO Conversation Starter presentations and Advanced Markets Prompts (AMPs)
- Training Modules on business insurance, retirement planning, estate planning, and charitable giving
In addition, for over thirty-five years, Pentera's skilled staff of attorneys, writers, designers, and technicians has leveraged its content, creativity and technology expertise to develop custom materials and tools designed to present, position, and brand proprietary products and concepts for home office distribution channels. Visit us at www.pgiresources.com for examples and additional information.