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
Client Guide to Filing a Disability Claim Client Guide to Filing a Disability Claim
Medical Exclusion Rider: How it Works - Consumer Flyer Medical Exclusion Rider: How it Works - Consumer Flyer
Field Underwriting Guide- April 2017 Field Underwriting Guide- April 2017



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