Built around the way you do business.
Everything behind your business should make your business stronger. BIG is organized around three ideas — Think BIG, Plan BIG, Grow BIG — and here's what falls under each.
Strategy & Intelligence
Case Design & Product Strategy
Help structuring annuity and long-term care cases — illustrating riders, comparing product structures, and working through which contract fits a specific client situation.
Carrier & Product Intelligence
Ongoing visibility into carrier product changes, rate movement, and new product launches relevant to the annuity and long-term care markets BIG works in.
Advanced Case Support
Support for more complex client situations involving income planning, accumulation, legacy, and long-term care strategy.
Execution & Support
New Business & Case Management
Application support and case tracking from illustration through issue, so business doesn't stall in paperwork.
Contracting & Licensing
A contracting process built to get producers and agencies appointed across multiple carriers without repeating the same paperwork for each one. Carrier approval, timing, and commission levels are set by each carrier.
Practice Development
Marketing & Business Development
Co-op marketing resources and lead support for appointed producers, subject to each carrier's marketing compliance approval on materials used in the field.
Training & Education
Sales-concept workshops and practical training designed to help producers identify opportunities, communicate strategies, and put ideas into practice — supported by carrier product training when appropriate.