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Case Design

A team of experienced product specialists at your disposal.

One of the most powerful ways to avoid being “shopped” by prospects? Provide thorough evidence that you’ve done your due diligence in scouring the market for the most well-suited recommendations possible.

But where do you find the time to research dozens of carriers and products for every client scenario? That’s where the Advisors Excel Case Design team comes in.

This team of experienced product specialists can help you maximize your time in revenue-generating activities by relieving you of the time it takes to research product specifics and prepare product presentations.

Focus on doing what you do best by letting us compare every option at our disposal and handle the important, time-consuming tasks, such as:

  • Individual product presentations
  • Income rider comparisons
  • Scheduled Income Payout System (SIPS) illustrations
  • Roth conversion illustrations
  • Stretch IRA illustrations

Some strategies may be appropriate only for dually licensed producers.

Advisors Excel

Annuity Marketing
Life Marketing


2950 SW McClure Rd
Topeka, KS 66614
For financial professional use only – not intended for use by the general public.
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