fresh , crisp leads from allmerica financial through
established sponsored market programs with cpa firms ,
banks , credit unions and property and casualty firms ,
you ' ll receive the kind of leads you need to grow your
client base and meet their long - term financial needs .
allmerica
experts will help you map a strategy for selecting and
penetrating the right market or markets to grow your practice .
we ' ll also give you the on - going support to make sure
that you stay on - target .
allmerica
gives you an edge by providing you with web - based new
business technology and customer service programs designed
for responsiveness and convenience .
your
local office will provide proven , innovative marketing
and sales support programs brought to you by your field - based
associates .
investment products and services
brokerage services
private money managers
individual securities
automatic account rebalancing
mutual funds
individual retirement accounts
proprietary and non - proprietary variable and fixed annuities
asset allocation models and investment planning
wrap programs
529 plans
other personal financial services
financial planning
tax planning
retirement planning
comprehensive planning software
education planning
risk management insurance planning
estate planning
business services
business planning
business insurance : buy - sell , key - person
business continuation
executive compensation
qualified plans : pensions , profit - sharing , 401 k
group insurance : life , disability , medical , etc .
please fill out the form below for more information
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02 - 0977
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