Advanced Sales

Our Advanced Sales Team works with our Estate and Insurance Planning Specialists and the Financial Advisors to provide professional, responsive, and customized solutions for your clients. We use various planning tools and software modeling packages to customize solutions. The following additional services are provided by our Advanced Sales Team:

• Case-specific consultations on estate planning, business planning, charitable planning, and other advanced topics.
• Case-specific design using Advanced Sales software packages for estate planning, charitable planning, business continuation, qualified plan distribution planning, and executive compensation.
• Sample documents for use by clients’ advisors in advanced planning solutions.
• Conference calls with Financial Advisors and clients.
• Various published articles and reference materials on advanced sales topics and issues.
• Training in advanced sales concepts.

Case Design

Simplicity BKA will work with you to provide the illustrations and client support you need to get your client the best policy to meet their needs. This team of licensed professionals has strong carrier product and solutions knowledge to help you through the insurance sales process. The internal back-office case designers work closely with the case management team to make sure the company offers and products are the most competitive for our Financial Advisors and their clients.

Case Management

Simplicity BKA provides value added underwriting and case processing to our Financial Advisors and their clients. This value comes from our dedication to processing business for national institutional firms and their Financial Advisors. We understand the needs of these firms and we have developed personal and professional processing specific to each Firm.