Few clients understand that life insurance is a financial asset that may be able to deliver value to them while they are alive to enjoy it.
World Class Advisors is pleased to make available a number of Life Specialists dedicated to working together with independent advisors. Adept at case design, presentations, and plan execution for affluent clients, these specialists offer advisors their specific expertise – which, in turn, allows the advisor the opportunity to incorporate the counsel of industry experts as part of their proposal, rather than trying to simply look the part of being the master of all. Our partnership with iPipeline allows World Class Advisors to automate the delivery of policies and supporting documents, which is critical to accelerating the communications process, driving up placement ratios, and improving the overall experience. The WCA/iPipeline’s next-generation DocFast e-Delivery solution supports everyone who needs to take part in the process and touches all the key stakeholders. Traditional mailing costs and delays are reduced, documents are delivered faster, and policies go inforce sooner.