Core Planning Services
ACS develops and implements strategic business and marketing plans
to facilitate the distribution of insurance products.
Executive
Search Services
ACS's Subsidiary, LifeCo, recruits among the upper tier of the financial
services industry for Senior Executives, Sales Management, Marketing
and Sales personnel. A major differentiating service LifeCo provides
is a Candidate Evaluation process to assure compatibility with the
client firm's culture.
Market-Access
Training
The proprietary “FastStart™” orientation for new
insurance specialists dramatically enhances their short-term productivity.
Structure
and Negotiation of Contracts for Insurance Products
Industry specialists are available to structure and negotiate national
or regional contracts with carriers, sales staff, support companies,
and third party providers. Additionally we can help secure preferred
compensation arrangements.
Broker
Dealer Consultation
Due to the predominance of variable products, it is critical that
the client firm’s broker dealer is properly linked with life
insurance product vendors. ACS assures that these linkages are properly
arranged in compliance with state and federal regulations.
CPA
Programs
ACS specializes in helping CPAs maximize their financial service
arrangements, including turnkey or as-needed implementation of the
financial services structure, required contracts, documents, and
licensing, and the coordination of outside advisors.
Business
Processing
ACS provides guidance and support for the selection or development
of the back office solution best suited to the clients business
processing needs.
Specialized
Underwriting Services
ACS recommends an Underwriting Advocate for those cases that require
special attention.
Product
Illustration Systems
ACS assures legal compliance uniformity, objectivity, as well as
suitability to the client firm’s customers by adapting an
industry-standard product illustration system.
Management
Information Systems
Specialists are available to assist with developing MIS linkages
to the client firm’s insurance distribution system.
Sales
and Marketing Systems
ACS provides the tools necessary to educate and motivate internal
managers and sales people
on how to identify opportunities among their customers for insurance
sales.
Continuing
Education Program
ACS provides access to accredited continuing education programs,
video conferencing, web-based online CE and specialty schools.
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