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.