Training and Support for the Tax-focused Financial Advisor

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Ready, Set, Help

Yay! Your prospect became a client and is on their way to planning ahead with a tax-smart perspective.

The first weeks after landing a new client are crucial and set the stage for your working relationship. With Paragon, you don’t have to worry about the additional paperwork requirements and other case deliverables.

We’re here to help make the client onboarding process simple and efficient so your policy issues as soon as possible. At Paragon, we:

  • Follow up on the progress of your application – from inception, through any transfer processing, to the day-of-funding
  • Monitor the status of your app using the Paragon New Business Collaborative Network
  • View online status of your case in a secure environment – online repository – track every aspect of their case

Stay in the Know with Paragon Secure Cloud

At any given time, you can follow up on the status of your cases using Paragon Secure Cloud. This proprietary, secure environment lets you:

  • View the status of your case.
  • Check to see which representatives followed up on your case.
  • Ask any questions to the new business department or other representatives.
  • Respond to any requests or questions.
  • Review the date and time of the last entry.

Our Process to Expedite Your Life and Annuity Apps

We know life insurance has a lot of moving pieces. Whether you’re transitioning into the life insurance market or a veteran of the industry, we’re here to help.

In fact, we have a 4.3-week average life case turnaround time!

Here’s a high-level overview of how we turnaround apps and other paperwork.

  1. Prefill e-application(s).*
  2. Complete e-applications online with you and your client.*
  3. Recognize the potential need for additional info or questionnaires.
  4. Document any special prerequisites.
  5. Confirm the status of required patient medical records and signed HIPPA form, if applicable.
  6. Follow up with the transfer company on your behalf.
  7. Deliver premium insurance e-payment over a secure network.

* We encourage you to have a member of our advisory support team function as your assistant to complete an e-app with you and your client. All you have to do is ask!

Get started

We’re here to help you increase your business production. Just send us an email at newbusiness@wearetaxplanners.com.