Supporting Group Benefit Business
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***Offered in Ontario and British Columbia***
Employee group benefit is an excellent product that should be used to establish relationships with a business owner and their employees. It makes business sense and has the potential to lead to the purchasing of other financial products such as mutual funds, life insurance, critical illness and disability insurance by business owner or employees.
Who is this service geared to? The service offered by 3i Financial Group Inc. is geared towards licensed financial advisors who do not focus primarily on the group benefits market however during their normal business interactions they may come across clients who may be looking for this product.
Steps:
A- Establish a code with 3i Financial Group B- Fill out the Online Request for Quote Form
C- 3i Financial will do the administration work with the different insurance companies to package quotes for you to provide to your client D-Have your client sign the required paperwork. |
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Commissions:
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Requirements: To use this service, you must be a licensed life insurance agent. 3i Financial Group specializes in Group Benefits and as a Group MGA, they will require some paperwork to establish an agent code with the manufacturers.
The above can be faxed to: 905-326-5405
Referral: For non-licensed life agent, you can earn credit off your yearly membership subscription with SupportingAdvisors.com. Ask us for details by emailing: benefits@3ifinancial.com |
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