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Pru-Annuities-Attestation
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Inside Our Sales Process
Inside Our Sales Process
To help you do business effectively and efficiently, we’ve created a straightforward sales process that supports you and your clients.
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We Support You from Pre-Sale to Post-Sale, and Can Help You:
We Support You from Pre-Sale to Post-Sale, and Can Help You:
- Grow and maintain your book of business
- Identify new business opportunities
- Submit applications based on the guidelines of your broker-dealer
- Track the status of acceptance and funding of contracts
- Deliver your client contracts and work with your broker-dealer on funding your commission
- Have a user-friendly online experience for you and your clients to easily see information about their annuity
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What to Expect When You Work with Us
What to Expect When You Work with Us
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We Know Your Clients
We Know Your Clients
Our extensive research and knowledge of today's retirees help us understand the challenges they face, and develop strategies to help them.
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Your Clients Know Us
Your Clients Know Us
Prudential Annuities is a business of Prudential Financial, Inc. and an innovative leader in retirement solutions. With our national advertising campaigns, you won't have to introduce your clients to us. In fact, more than 97% of people in the U.S. recognize the Prudential name.1
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We Know You
We Know You
We are committed to understanding your firm, your clients and your systems. And since we know you, we can help you identify opportunities in your book of business where annuities might be right for your clients.
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We Have Resources to Help You
We Have Resources to Help You
We can help you start retirement strategy conversations with clients by providing you with marketing materials, sales tools, calculators, and illustrations. In addition, our teams of experts can help you uncover unique and new opportunities.
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We're with You Every Step of the Way
We're with You Every Step of the Way
Once you and your client make the decision to go with Prudential, we'll keep you apprised of the contract status, starting with application submission all the way through contract delivery and beyond.
Footnotes
1Prudential Brand Image: Wave 44 - based on data collected among general consumers, March 2014.
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Partner with us, and we’ll invest in you.
Partner with us, and we’ll invest in you.
Contact your wholesaler today and have our team of experts and resources work for you.
Call us at 844-207-6976
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