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

Sales Concepts Sales Concepts
Intelligent Choice DI Product Brochure Intelligent Choice DI Product Brochure
Field Underwriting Guide (March 2015) Field Underwriting Guide (March 2015)
Client Guide to Filing a Disability Claim Client Guide to Filing a Disability Claim
But my doctor says I'm fine. Practical Medicine vs Underwriting Medicine But my doctor says I'm fine. Practical Medicine vs Underwriting Medicine



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