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Independent Advisors Forum. A Penn Mutual Due Diligence Meeting. Advanced Sales Support and Services. David A. Scott, J.D., CLU Vice President, Advanced Sales. Advanced Sales Staff. David A. Scott, J.D., CLU Ted Kirchner, J.D., CLU, ChFC Eva M. Victor, J.D., LL.M. Lynn Nolan, CLU, ChFC. - PowerPoint PPT Presentation
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Independent Advisors ForumIndependent Advisors Forum
A Penn Mutual Due Diligence Meeting
Advanced SalesSupport and Services
Advanced SalesSupport and Services
David A. Scott, J.D., CLUVice President, Advanced Sales
Advanced Sales StaffAdvanced Sales Staff►David A. Scott, J.D., CLU
►Ted Kirchner, J.D., CLU, ChFC
►Eva M. Victor, J.D., LL.M.
►Lynn Nolan, CLU, ChFC
26 Initials - 9 Post-Graduate Degrees/Professional Designations
45+ Years with Penn Mutual
85+ Years of Industry Experience
Department MissionDepartment Mission►Provide Sales, Technical, and Legal
Support in the Areas of:
● Estate Planning
● Business Succession Planning
● Selective Employee Benefit Plans
● Charitable Planning
● Retirement Planning
● Income, Gift & Estate Taxation
Sales Support & ServicesSales Support & Services►Case Consultation - (800) 818-8184
►Legal/Technical Assistance
● Specimen Forms & Documents
● Consultation With Clients’ Advisors
►Proposals & Illustrations
● Estate Analysis, Charitable Planning, Selective Benefits & Deferred Compensation, Split Dollar, Other Advanced Illustrations & Proposals
Sales Support & ServicesSales Support & Services►Marketing Materials
● Brochures
● Concept Presentation Binders
►Advanced Markets Online (AMO), Including Documents & Salesmaker
►Education & Training
►2007 Bi-Monthly Teleconference Series
►Advanced Sales Website: www.pennmutual.comClick on: Producers Place
Advanced Sales Support
Advanced Sales WebsiteAdvanced Sales Website►Department Directory
►Advanced Markets Online (AMO)
►News & Announcements
● Legislation,Teleconferences, etc.
►Advanced Sales Concepts & Markets
►Specimen Forms
►Links to Related Information and Other Websites
Case DevelopmentCase Development
FAQsFAQs►Will you speak to my client on the phone?
● No
►Will you speak to my client’s advisors on the phone?
● Yes
►Will you join me on a sales call?
● No
►Will you review my clients legal documents?
● Yes
►Will you draft documents for my client?
● No
Penn Mutual’sAdvanced Sales DepartmentPenn Mutual’sAdvanced Sales Department
MORE SALES . . .
LESS ADVANCED!