I am an agent looking for a new marketing organization and I noticed your web site? Would you mind if I ask you a few questions?

What is your mission?
We’re with you every step of the way…Our mission is we are dedicated to giving superior service…​We provide our producers with the top marketing programs, financial tools, and the best back office support in the country…We focus upon providing you with unique, innovative, and personalized support…We deliver the top solutions for financial professionals to succeed…We offer the best sales solutions, products, services and support… We offer the highest quality products and services available, delivered with integrity and honesty… We are dedicated to giving our agents the best resources needed…We offer a supportive, resource-rich environment through a unique marketing organization.

What makes you unique?
Unlike other marketing organizations, we have the tools you need to succeed…We are large enough to be efficient and effective, yet small enough to be responsive…Our organization is built by people who know no boundaries when it comes to new ideas…We offer fresh ideas…We have an Idea Team on the second floor…We are competitive and we hate to lose.

Are you committed?
We are committed to success!…We are committed to providing services that are custom tailored around your business…We are committed to providing value to our agents…We are committed to providing you, the independent producer, all the resources needed…We are committed to provide exceptional service for agents, through a dedicated, experienced and caring team.

You seem to be committed, are you passionate?
We bring an unmatched passion….We share the same passion…We have a passion for nurturing agents to reach their potential….We give unwavering passion to you…We are guided by our unwavering passion…Discover our passion.

What sets apart your consumer prospecting from others?
Our unique consumer seminar prospecting approach…A proven sales system using seminars…Our proven marketing strategies – we have everything that you need to host a successful seminar event…A market tested lead generation program using seminars…I’ve honed and perfected every aspect of doing seminars and filling the room…Proven methods to attract quality prospects through seminars…How do we increase your business? Delivering proven prospecting seminar systems…We use seminars, putting you in front of quality prospects.

Tell me about your staff.
The reason why our staff is different than in other IMOs? Our staff members are a team…Our staff works harder for our agents than any other organization, guaranteed…Our staff is highly-specialized and extensively trained…Our specialists have more years of experience…We are anchored by a seasoned staff that offers honest insight…Our staff are always striving to provide the highest level of service…What makes us truly special, though, is our staffs’ dedication to agents.

*I recently reviewed several dozen annuity and insurance marketing organization websites; several shared some common points. 

Jack Marrion

Jack Marrion provides research and consulting services to insurance companies and financial firms in a variety of annuity areas. He also serves as director of research for the National Association for Fixed Annuities and as a research fellow for Webster University.

In 1994 he wrote a book to help banks market investment and insurance solutions to their small business clients. In 1996 he produced the first independent hypothetical return monthly publication comparing all index annuities on the market, and in 1997 created the first comprehensive report of index annuity sales, products and trends, “Advantage Index Product Sales & Market Report” (quarterly).

His insights on the annuity and retirement income world have appeared in hundreds of publications. In 2006 the National Association of Insurance Commissioners asked him to address their annual meeting and teach regulators the realities of index annuities. He was invited back in 2009 to talk to the NAIC about the effects of aging on senior decision-making. He is a frequent speaker at industry functions.

Prior to forming Advantage Com­pen­dium, Marrion was president and owner of an NASD broker/dealer with offices in nine states. Previous to that he was vice president of a life insurance company and vice president of an NYSE investment banking firm. He has a BBA from the University of Iowa, an MBA from the University of Missouri, and a doctorate from Webster University.

Marrion can be reached at Ad­van­­tage Compendium. Telephone: 314-255-6531. Email: ­[email protected].