Business Development
Pinetree Retirement Planning provides many business resources and services to our independent contractors. This partial list of benefits outlines a path to excellence in serving Maine’s insurance and retirement planning needs as well as a path for you to provide for your dreams, goals, and needs.
- The Pinetree Post
- Workshops – Product & Skill Specific
- SPARKS Meetings: Skills, Products, Acknowledgement, Rules, Regulations, Knowledge, & Success Training
- Convenience
- Well stocked; up to date brochures & forms
- Professional answering service
- State of the art technology to receive leads, add leads, track leads, record your client appointments, next actions, and notes
- Private client meeting rooms
- Quiet, professional business center for your development needs
- Application Processing
- Professional fact finding forms
- Processing and tracking assistance
- Notification of underwriting issues and product delivery notices
- Reports
- Pending business report
- Monthly submitted business report
- Birthday mailers to your clients
- Cross selling stats and other relevant data
- Target Market: Medicare Beneficiary
- Primary Target Area: Cumberland, Oxford, Androscoggin, Sagadahoc, Franklin, Kennebec, Lincoln, Somerset, Waldo, Knox, Hancock,
- Secondary Target Area: Piscataquis, Penobscot, Washington, Aroostook
- Products:
- Senior Life and Health Insurance products
- Medicare Supplement
- Medicare Advantage
- Part D
- Hospital Indemnity / Care Plans
- Dental, Long Term Care
- Fixed and Indexed Annuity
- Final Expense
- Leads provided during your first 6 months.
We serve the client! These resources allows you time to focus on marketing and obtaining new clients. Putting clients at ease must be everyone’s primary goal from the first time we talk to them. We exceed expectations by providing and creating:
- Added Value
- Rapport
- Trust
- Excellence in Communication
- Service Orientation
- Results Orientation
- Positive Attitudes
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