June 2008

This month's topic...

Utilizing Premium Financing in
a "Concierge" Marketplace

• One-on-One dinner or lunch appointments with the affluent
• The update on premium financing market place, what cases get closed
• Qualifying right from the beginning, who is the ideal prospect for this product
• What do you need to know about finding the right lending institutions
• Why top shelf marketing is essential for the affluent

This month's guest speaker is...

Kim Coulter

Kim Coulter is the Founder and CEO of NorthStar Brokerage (NSB). NSB is a National Insurance Brokerage firm that provides complete insurance product training, marketing service and support, illustrations, advanced case design, strategy recommendation and underwriting in multiple product lines for independent Advisors. Today Northstar Brokerage offers one of the industry's widest selection of retail products, with a FOCUS on Premium Finance. (When utilized the appropriate way, Premium Finance can be a great tool for your client and for growing your practice.)

Toward the end of 2007 Northstar transitioned in 5 new staff members that are all seasoned and experienced industry veterans. All totaled, Northstar added over 100+ years of experience to its already seasoned team. Northstar also added an Advanced Markets Attorney to assist you when you or your client's require special case assistance or Trust work.

Our mission is to assist and guide each of our Advisors in their "Journey" to the highest level of production possible. We realize first and foremost that in order for today's Professional Advisor to be both effective as well as efficient, the Advisor must first be free to sell. Our responsive and professional service standards are designed to alleviate the administrative hassles associated with the insurance sales process. From lead generation programs, substandard underwriting expertise, follow up and finally to enhanced commissions, our experienced and capable staff will help you turn a prospect into a highly satisfied client.

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