Point of Sale Resources
Triton Brokerage Group offers point of sale expertise in all areas of insurance planning. The ability to bring in an insurance specialist can help provide a resource that may be out of the scope of a planner’s normal expertise. Advanced planning point of sale for Premium Financing, Business, Estate, and Personal Planning can be provided to the advisor for any level of experience. In person appointments or encrypted screen sharing can be implemented for client meetings at any time, and can be as simple as basic recommendations to comprehensive services that include everything from the initial planning to application procurement. Please call for full details.