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    Sales Development

 

 


 

You'll have questions; we'll provide the answers and put you in touch with the people you need to increase sales and expand your business.

Members of North American's Sales Development team have over 100 years of combined life insurance experience with backgrounds in sales, marketing and new business. They understand how things work and how to get the answers you need. More than half of the team members are licensed agents.

Here is what Sales Development can do for you:

  • Help with all of your sales efforts
  • Aid with product selection and sales concepts
  • Provide product and illustration software training
  • Assist in proposal development
  • Provide Website support for our agent site, NorthAmericanCompany.com
  • Help you choose and order marketing materials and supplies

 

Advanced Market Support
Training
Communication

 

Advanced Market Support
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North American gives you advanced market support with our consultant, Advanced Underwriting Consultants (AUC).  AUC offers professional guidance on all of your advanced cases.

Advanced Underwriting Consultants offers services and guidance for:

  • Specimen documents

  • Custom advanced sales proposals

  • Business insurance

  • Estate planning

  • Life insurance taxation

  • Buy-sell agreements

  • 1035 Exchanges

  • And much more

Neither North American Company nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements.

IRS CIRCULAR 230 NOTICE

Any U.S. tax information included in this written or electronic communication, including any attachments, is not intended as tax advice, was not intended or written to be used, and it cannot be used by you or any taxpayer, (i) for the purpose of avoiding any penalties that may be imposed on you or any other person under the Internal Revenue Code or applicable state or local tax law provisions, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Training
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We'll supply the support you need to make sure you're prepared and confident.  North American has the resources, materials and personnel to get you up-to-speed and ready to sell.

Communication
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North American will make sure you have the information you need to do business. Whether it's new product information, a regulatory change or a new sales idea; we'll make sure you're informed.

News You Can Use
North American's News You Can Use is an e-newsletter loaded with news and insight to put you ahead. You'll find sales ideas and concepts that you just can't afford to miss.

E-Communications
We will keep you informed of the most updated regulatory information or the latest product or service advantages available to you via email messages.

Video
North American provides you with a video library full of rich content to educate you and your clients.