Associates and their clients have access to PPI’s national resources through concierge teams that manage the following support services:

• Thorough evaluation of applications to ensure accuracy and expediency in the processing phase
• Experienced underwriting to facilitate and expedite the risk assessment process
• Marketing support to provide customized product illustrations and personalized presentation packages
• State of the art technology support
• Specialized financial software programs
• Knowledgeable in-force product management and illustrations
• Professional workshops and seminars on technical life insurance issues and effective marketing strategies
• Dedicated underwriting support to package and manage the underwriting process
• Individualized sales and marketing consultation, needs analysis, case preparation, business solutions and recommendations
• Advanced consultation regarding the design and tailoring of benefit plans
• Comprehensive website that provides access to industry information, online marketing presentations and product software
• Specialized software library with an extensive selection of computerized presentations
• Technical expertise and advice on software and hardware purchases

Through PPI’s network of regional marketing offices, our Associates are assured that every case is actively managed while ensuring that PPI’s national resources, services and support are effectively utilized.