What's New?

Welcome!  Northeast Planning Brokerage division is here to help Financial Planners & Advisors, Investment Brokers, Insurance Producers and Group Benefit providers by uncovering additional opportunities and developing cross sell initiatives.  Check back from time to time for sales ideas and strategies , new product developments or just to check up on a case that you have placed with us.
 


Downloads

Announcement of New Features of Website. Announcement of New Features of Website.

Get a quick view of some of the newest features of our New Website.
Underwriting and New Business Services Guide Underwriting and New Business Services Guide

Brokers Use Only: This 36 page "Slim Jim" guide covers everything you need to know …
Intelligent Choice DI Product Brochure Intelligent Choice DI Product Brochure
Case Study About Carol Case Study About Carol

Carol, an anesthesiologist making $300,000 annually, went skiing one weekend and …
Guardian Underwriting Unwrapped:  10 Easy Steps Guardian Underwriting Unwrapped: 10 Easy Steps

Brokers use only piece describing the steps we take to assure your Life Underwriting …



For more information please also review our Life and Disability product pages and marketing support pages.