Managing Your Business
Agent Support & Case Design
Working with Top Rank Advisors gives you access to some of the industry’s best case design teams! Every time you pick up the phone and call for assistance our support staff will assist you with their years of experience and can truly help you design the best case for your client’s needs. Our experts can help with:
- Annuity case design and annuity comparisons.
- IUL, Whole Life, Infinite Banking, and general Life case design
- Expert social security planning advice
- Expert Tax planning advice
- Seminar setup and executing strategies
- Agency development and recruiting strategies
- Estate Planning Advice
- Plus, much more!
TRA's Technology & CRM
In today’s competitive market, it’s vital you have the right tools to differentiate yourself and succeed. Top Rank has put extensive research and dedicated time into the partnerships with our technology companies.
The CRM system Top Rank has chosen allows you to seamlessly manage your clientele, never skipping a beat. Especially as you grow, client management can be more and more difficult without a great system. Our agents and advisors have complete access to our system and training based around it.
Top Rank Advisors has also partnered with the best financial planning technology company in the industry so you can track and monitor your client investments and financial accounts. This incredible value sells itself and will help you solidify the sale!
Running a successful office is not easy. Top Rank’s operations management training and guides help take the complexity out of it. Our training teaches you how to:
- Locate the perfect office and what the set up should look like
- Complete office set up
- Hiring and training staff
- Purchasing the proper technology for your office
- Client management before and after seminars
- Client follow up and constant marketing system
- Client scripts for office staff
- Establishing a Corporation or LLC