SALES SUPPORT

SouthCap Sales and Marketing Support Life insurance, when properly acquired and maintained, can be one of the most valuable assets in your clients portfolio. As your partner, SouthCaps mission is to provide you with the tools and expertise to properly manage this asset. Our job is to help you identify the opportunity, underwrite the case, and implement the strategy. Identify Opportunities Policy audits Buy/Sell and Key Man planning Asset and income maximization Needs analysis calculations Estate succession and wealth transfer Disability and Long Term Care solutions Marketing Strategies Sample prospecting letters Sales scripts for training Education seminars Point of Sale Support In person client meetings Application assistance Conference calls with additional advisors (Attorneys, CPAs, etc.) Advanced Case Design Illustration support Modeling for premium and private finance Estate impact calculations Concept flowcharts Ownership and premium structuring