We understand that when it comes to structuring a life insurance program at a financial institution, one size does not fit all. We consult with your management team to customize, implement and service a life insurance program that returns maximum fee income based on your unique environment. Whether we utilize platform agents, financial advisors, direct response, online methods, or a combination of these, we work to match the distribution of life insurance with the particular structure of your organization.
How we're flexible:
Distribution Options. Whether you prefer to sell via platform, financial advisors, direct mail, or online, we can customize a program that is just right for you.
Tailored Marketing Support. We work with your Marketing and Compliance Managers to raise life insurance awareness at your institution. This can include in-branch, online and special promotional events.
Direct Response Model. We can help you reach customers who do not frequently visit your branch with a zero-cost fee income program.
Online Business Submission via AgentWeb. Sell one, two or all Vantis Life products and only those selected will appear. All state-mandated or financial institution-specific forms will print with every application. Agents have access to pending and existing business for their clients only.