PFG is an Insurance Marketing Organization (IMO) dedicated to “Relentless Support for Financial Professionals.” At PFG our focus is to meet the needs of those Professionals whose primary practice is the sale of Life Insurance and Annuities.
Our expertise is in providing the Financial Professional with some of the best strategies using insurance products ranging from traditional products (such as term life insurance) to today's innovative Fixed Index Annuities and Index Universal Life products. We are experienced in providing options for retirement income, income tax minimization and wealth transfer strategies.
Founded in Phoenix, Arizona in 1995, the Principals and Senior Marketing Staff, each have more than 20 years of Insurance Industry experience. We understand the needs of the Professional Producer and we go that extra mile to assist them in their practice. Our hands-on, personal service and expertise is what we believe truly differentiates us from our competition.
It is absolutely necessary that you have quality assistance to stay on top of the issues in this current financial climate. In addition rates, caps, commissions, forms and training requirements seem to change on a daily basis. At PFG we strive to stay on top of these changes so we can let you, our valued client, know as soon as possible. You don’t want to be caught by surprise at the critical point of contact with your client. Nobody enjoys having to obtain more signatures because of missing or incorrect forms.
While the seasoned producer is an integral part of our focus, we also believe that there are many Professionals who have not yet realized their greatest successes. At PFG we are constantly working to make it easier for financial professionals to gain the knowledge and confidence they need to help achieve the success that they desire. We believe that there are many $500,000 to $1 million dollar producers that, given the right tools and armed with the proper knowledge, can become top producers and top earners in the annuity business.
At PFG we are continually developing and delivering producer training tools. Providing top quality training for agents is one of our primary goals and what we believe differentiates us from our competition. Whether you are new to the annuity and life insurance business or an experienced producer, we have the right training for you. We believe that there has never been a better time to be in our business. Let us arm you with the knowledge and tools you need tohelp you become a $5 Million+ dollar Producer.
With the right partnership you can have your BREAKOUT year!
Let us help you make this year your best year ever!
Why PFG Marketing Group?
Any competent Insurance Marketing Organization (IMO) should provide good service, good products, and competitive compensation. Many IMOs offer leads, lead systems, software, and generic presentations as an enticement to get you to contract with them. If your IMO has all this and it’s working well you should be grateful and thank them with your loyalty.
Unfortunately you may be getting these things from your IMO and still be struggling to break through to a new level of production. The sad fact is few lead systems work and most sales presentations are a rehash of ideas that your prospects have seen a hundred times.
We welcome the opportunity to share Prospecting and Sales Methods that are working for some of our top producers.
A Few Great Reasons to Place Your Business with PFG...
Training - Online training will prepare you for situations you may face in your day to day business. A few examples of tutorials available include; Qualified versus Non-Qualified accounts, How to present surrender charges to a client, How to use different crediting strategies to help achieve the best results. These are just a few. We also have extensive product training on the products we offer.
Carrier Ratings and Financial Information – At your fingertips you can see all of the carriers available to you through PFG and by clicking on each respective logo you can print out a one page report with the critical rating and finacial information for that carrier.
Product Search - You can use our product search engine to find the most suitable product for your client. Search by product type, duration, bonus, issue age, company, etc.
Calculators and Illustrations - PFG has an array of generic and proprietary calculators to assist you in closing sales. Demonstrate the benefits of Roth conversion, tax-deferral, taxable equivalent yield, triple split income planning, Social Security tax reduction to name a few.
Consumer Presentations - Imagine having the best sales presentations from the industry’s top producers at your fingertips. Presentations and complete scripts can be made available to you to create your very own “Tailor Made Seminar”. We have customized Retirement Success Workshops with complete scripts and pre-recorded training videos to teach you how to present a seminar like a Pro.
Retirement Income Strategies Software and Training - You are aware of this huge opportunity but few financial professionals have mastered the process. Our proprietary Retirement Income Tool and Presentation provides you with knowledge you can use to develop retirement strategies that can help your clients meet their retirement income goals. Learn how we can put together a 10-page comprehensive retirement income presentation for your clients. In our experience, the the average annuity sale on these cases is in excess of $330,000.1 The software was developed by PFG Marketing Group is for the proprietary support of PFG agents only. Call your marketer today to find out how our in-house consultants can help put together the right strategy for your client. Your competition does not have this unless they have also partnered with PFG.
FIA Comparison Calculator chart - Another PFG exclusive! This calculator runs an FIA comparison on accumulation values and income account values to the actual S&P 500 Index for any 10,15, or 20 year period. Call us today for your one-page client presentation that is personalized to their situation. This powerful tool can be customized for Premium, Caps, Strategies, Roll-Ups and Fees to mimic the product you are wanting to present.
Personal Attention - At PFG you will work with the same Marketing Consultant every time. The same person will handle your contracting and new business every time. Our mission statement is “Relentless Support for Financial Professionals." We take that very seriously. Long term, profitable relationships are the life blood of our business. It is our goal to become your business partner and to be indispensable to the success of your practice.
To find out more about these great sales tools and support, please click on the various bullets on the left side of the main pages of this website.
I ask that you give us the opportunity to show you what it is like to work with a Marketing Organization that understands your challenges and is working diligently to provide you with the best support possible. And we stand behind our commitment to you with a guarantee - If at any time you are not satisfied with the support our firm gives you, all you need do is request a release and it will be granted.
Given the opportunity we will do our best to earn your business!
1This example is shown for illustrative purposes only and is no guarantee of future performance and does not depict any specific product.