2013 Fall Summit Sponsors
Premier Planning & NGL
Premier Planning, LLC is one of the nation's leading consulting and marketing companies in the insurance industry. Through their expertise and commitment to excellence, they are dedicated to creating innovative products and marketing services for the life insurance industry. Premier Planning assists advisors throughout the country help their clients plan for the inevitable with the NGL Funeral Trust and Legacy Safeguard service.
Since 1910, National Guardian Life (NGL) has been one of America's most successful and highly rated independent mutual life insurance companies. NGL specializes in final expense planning, dental and vision insurance and funeral prefunding, with consolidated assets exceeding $2.7 Billion. NGL's success is attributed to dedication to the highest standards of quality and integrity which is reflected in every aspect of our business".
DocuBank - New Member Lunch Sponsor
DocuBank provides clients and hospitals with immediate access to their healthcare directives and emergency information, 24/7/365. DocuBank is easy! The Academy has integrated the enrollment form into CounselProTM, so enrolling clients is virtually effortless for your firm. DocuBank can protect all your clients' important documents with DocuBank SAFE - an on-line document storage solution. For more information on these valuable services, call us at (610) 667-3524 or visit www.DocuBank.com.
Response Marketing Excellence - Bronze Sponsor
The largest direct mail marketing company in the industry and now an approved Academy vendor for all direct mail seminar marketing needs. RME has marketed over 500,000 consumer seminars for over 15 years and is working with Academy members.
BizActions - Coffee Break Sponsor
BizActions is the "Best in Class" provider of e-Newsletter solutions. Our 21st century suite of e-marketing applications enables Estate Planning professionals to send customized and targeted communications that enhance client relationships, retain business and generate leads.
ElderCare Channel - Sponsor
The Eldercare Channel is a video-guided web directory and online magazine to local senior care that is designed to help our Video Hosts open up limitless avenues for potential customers to find them on the web and to help our Video Hosts stand out as their city's most knowledgeable senior care experts.
Personnel Profiling - Sponsor
Personnel Profiling Inc. provides online state of the art employment assessments. Benchmarks for key positions have been designed to match the traits in common of successful employees at other Academy firms. For more information call us at 502-895-9297 or visit www.personnelprofiling.com.
Trusts & Estates – Media Sponsor
Trusts & Estates is a preeminent, peer review journal for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and nonprofit corporations. All access subscription includes 12 print issues, access to Trusts & Estates Plus iPad app and premium content on www.wealthmanagement.com.