Our Services
Here are a few of the benefits you will enjoy by being part of
the SAFG team:
- Full access to Canadian insurance carriers products lines - We
are also able to provide you with access to the US market for
difficult or complex cases that aren't able to handled by the
Canadian marketplace.
- Automated downloads directly from our insurance and investment
partners ensures that the information on our system is
identical to that on the carriers system.
- This system and information is available to our advisors
through our leading edge internet based back office system - Client
and industry related information available to you 24/7.
- Our Knowledge Group will also provide you with Advanced
marketing support, progressive seminars, workshops, business
development solutions, and the development of concepts and planning
solutions customized for the individual advisor.
Back Office Services provided by FasTrac
- Administrative support
- Electronic medical bookings
- Electronic application tracking and follow up
- Online forms and software
- System training
- Access to our web-based client database system (24 hours / 7
days a week)
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Marketing and Business Development
- Monthly CE eligible seminars or private seminars
- Illustration support
- Advisor workshops
- Special events
- Joint casework
- Preliminary underwriting
- Sales and compliance training
- Concepts and business development
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