DISTRIBUTION

Insurance Consultant

My goal is to work in partnership with you to make your practice better as part of your team.

TEAM WORK

LET ME HELP

I am a dynamic full rounded insurance distribution consultant and my goal is to work in partnership with Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to assist with product consultation, case design, innovative sales concepts, and marketing strategies to help effectively boost revenue to their practices.


This approach incorporates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings to their practice to help with their clients as part of their support team. I provide these services in an efficient, client-focused environment that extends to carriers and product expertise, underwriting negotiation, and complete back office processing.

ABOUT

ELI SANTANA

I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations and sales. I am recognized and promoted as a self-motivated, resourceful and dynamic leader with impressive process improvement and development capabilities.

The Best Insurance Distribution Consulting in the USA

Are you looking for the best Insurance Strategy Consultant in Florida, USA? A consultant who is experienced, full-rounded with development capabilities? Eli Santana Jr is here for you with his most reliable Insurance Distribution Consulting in the USA. He works in the partnership with the leading Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys to provide professional guidance on product consultation, case design, innovative sales concepts, and marketing strategies to help businesses improve their core operations and establish new ways of revenue growth. With an approach that integrates core competencies of Insurance products, advanced Insurance concepts and strategic point of sale meetings, we help clients become more relevant, more secure and equip them to prosper in advanced markets.  Whether you need quick access to advanced sales support or leading-edge sales concepts to develop your business, we harness the top of the line tools and products that aim for operational growth and excellence.


The post-digital world constantly demands rapid transformation and thus, by utilizing the best of human ingenuity and technological revolution, we develop resilient operations to make your business future-ready in this highly dynamic world. We assist clients and communities wherever they are on their way to change and partner with them to bring lasting value.m Hence, if you need the most trusted Sales Strategy Consultant in Insurance Industry in Orlando or Florida or various other parts of the USA, who can provide dedicated advisory services and strategic implementation support to drive growth, profit and results in this ever-evolving market, then Eli Santana Jr is your answer.


I listen.

I educate.

I support.

I improve your business as your trusted insurance industry partner.

- ELI SANTANA JR

I listen. I educate. I support.

I improve your business as your trusted insurance industry partner.

- ELI SANTANA JR

EXPERTISE

INSURANCE CONCEPTS

As an Insurance consultant, I work in hand and give you direct access to advanced sales support and leading-edge sales concepts to enhance your business. Also, with niche comprehensive competitive products. With my experience on advanced case design. I am committed to getting your most complex cases successfully placed.  Here is a break down of each concept:

Retirement Planning

Buy Sell Agreement

College Planning

Split Dollar

Life Settlements

Succession Planning

Legacy Planning

Charitable Planning

Foreign National Business

Estate Planning

Premium Financing

IRA Wealth Transfer

Risk Management

Living Benefits

Deferred Compensation

Final Expense

Executive Bonus

Impaired Risk

Key Person Insurance 

Mortgage Insurance

PRODUCTS

INSURANCE SPECIALTIES

I realize that carrier selection is critical to your success for your business and particularly in the advanced markets. I have focused relationships with a broad and diverse list of carriers to help meet your needs.

  • Life Insurance
  • Long-term Care Insurance
  • Annuities 
  • Medicare Insurance
  • Affordable Care Act Insurance
  • Disability Insurance
  • Group Insurance
  • Short Term Insurance
  • Supplemental Insurance
  • International Insurance
  • Travel Insurance
  • Dental and Vision Insurance

WHAT YOU NEED

SERVICES

The reasons why Insurance Agents, Financial Advisors, Bank Institutions, Certified Public Accountants and Attorneys do business with me is because I can offer the following.

  • Point-of Sale Support
  • Multi-Carrier Platforms
  • Experienced Underwriting
  • Advocate Business Planning
  • Advanced Case Design
  • Carrier Relationships
  • Compensation
  • Hands on training 

CONTACT ME

Required field!
Required field!
Required field!
Required field!
Do you have a License?* Required field!
License # Required field!

ABOUT ME

I am a results-driven and accomplished bilingual (English/Spanish) individual with over 14 years of experience in the Financial, Insurance industry in management, operations and sales. 

TEAMWORK

I am a dynamic full rounded insurance distribution consultant and my goal is to work in partnership with Insurance Agents, Financial Advisors, Certified Public Accountants.

© Eli Santana Jr All rights reserved.



Your cart is empty Continue
Shopping Cart
Subtotal:
Discount 
Discount 
View Details
- +
Sold Out