Brokerage Development Platform

After 20 years in this business, Jason has come to understand that every financial professional and his/her practice have unique needs and concerns. By having an open dialogue of what these needs and concerns are, KinG Brokerage, Kreider Insurance Group has developed different platforms that address and solve these needs with transparent and proven solutions.

KinG Brokerage, Kreider Insurance Group can be your “Point of Sale” (POS) consultant

For the niched professional whose focus is entirely committed to a set of “bread and butter” activities, he/she may see the value in the ability to offer ancillary services like life insurance, long-term care, disability income or retirement planning strategies; however he/she simply may not have the time to act upon it. In those circumstances, KinG Brokerage, Kreider Insurance Group offers POS consultant services at your disposal. This allows this business to work on behalf of the professional by working directly with his/her client based solely upon the discretion and control of the existing relationship.

For example, a local P/C agent, through his annual review with his client, discovers that a local business owner/client has no life insurance. By acting on behalf of the P/C agent, Jason will meet with the client, take the application, and provide the client with life insurance. Using the standards developed by the Million Dollar Round Table (MDRT’s) performing joint work, we will present the options, provide the illustration, take the application, process the application, and place the policy with the carrier for the advisor. In return, he/she (the agent) will receive a percentage of the case while continuing to service the relationship. This will deepen the agent’s existing relationship to his/her client while at the same time adding a new revenue stream to his/her practice. Jason has successfully grown agencies without the principals taking time away from their “bread and butter” activities.

KinG Brokerage, Kreider Insurance Group can be your complete turn-key solution for your life & annuity production

For the tenured life or annuity producer who understands and knows this business well, IMOs and BGAs are a dime a dozen nowadays. KinG Brokerage, Kreider Insurance Group cuts straight through the red tape and pays producers at top street level, directly from the carrier. For the producer who wishes to focus his/her full attention to production, Jason will process the business for that agent entirely. For the professional with an agency staff that would like to process its own business, KinG Brokerage, Kreider Insurance Group has developed override revenue-share models over and above street compensation.

KinG Brokerage, Kreider Insurance Group can be your "a la carte” solution

For the established financial professional in a chosen niche who needs just a little help in a certain area, KinG Brokerage, Kreider Insurance Group has designed solutions for the specific need the professional may have.

For example, a financial professional may have existing relationships already in place but may be needing or seeking the final piece to solve his puzzle. We can facilitate that specific need.

KinG Brokerage, Kreider Insurance Group can gladly complement your primary partner as a solid 2nd!

Jason loves working with captive and dedicated professionals who already have a primary commitment to one carrier but need help addressing the overall needs for their clients when their primary relationship is unable to meet the needs of that client. In order to avoid the customers seeking an alternate route, KinG Brokerage, Kreider Insurance Group provides resources and product exposure for the professionals who need them in order to compete, preserve and grow within existing and new clientele. Jason has had tremendous success in providing impaired-risk underwriting within the brokerage marketplace.

For example, a captive life producer sold a long-time existing client a policy that is due to expire. His conversion or ART rates have out-priced their client’s premium tolerance and the client’s health has unfortunately gotten worse over the last 10 years. More times than not, we can provide several options for this client for you by leverage our underwriting relationships with more than 75 carriers. By isolating the client’s actual impairment, we can tentatively assess the best option for that client before even applying with a formal application. This process saves the back-and-forth, while preserving the relationship with the client.