Build

We believe quality tools, training & technology are essential to maintaining our ability to excel in our expertise and accelerate productivity. In an effort to provide opportunities for building expertise we continually bring webinar training and live workshop events centered around topics that are relevant to your prospects and clients.

We continually invest in our technology platforms to simply your processes. 

Build Your Specialization

Level Four believes in the importance of providing specialized, quality expertise in order to  build a successful career in financial services.

As the agent and advisor field force continues to shrink, expertise continues to go away – all of this at a time when the demand for quality advice rapidly increases.

We believe quality training is essential to maintaining our ability to excel in our expertise. In an effort to provide opportunities for building expertise we continually bring webinar training and live workshop events centered around topics that are relevant to your prospects and clients.

 

Educational topics include:
  • Retirement Income Planning
  • Changes in Long-Term Care
  • Regulatory Changes & Issues
  • Required Minimum Distributions
  • Product Mechanics and Analysis
  • Tax Reduction Strategies
  • Estate Planning Trends
  • Charitable Gifts
  • Corporate Owned Life Insurance
  • Executive Compensation
  • Indexed Annuity and Indexed Life Basics
  • Qualified Retirement Plan Wealth Transfer
  • Social Security Election Options
  • Medicare Options at 65

Build Your Business Processes

Leverage Technology to Streamline & Accelerate your Processes

With LFIA’s Agent Resources portal, utilize our full suite of on-demand tools and business processing technologies that support your insurance, medicare and annuity processes.

Access everything from licensing & contracting, product information, quotes, illustrations, e-Applications, sales strategies and case management.

Licensing & Contracting Automation

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving producers and agencies an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.

End-to-End Insurance Platform

iPipeline’s innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

e-Application & Order Entry Software

A uniquely flexible electronic application, order entry sales solution that manages the application data collection and submission process, generating in-good-order business processing. With intuitive user experiences, powerful rules engine, mobile access, built-in e-signature and robust platform features, FireLight e-Application makes processing business anytime, anywhere, quick and easy and automates and accelerates sales.

Real Time Annuity Data

Track all annuity data In real-time. AnnuityRateWatch is an industry leading annuity software for Financial Professionals. Tracking over 3,000 Annuity Rates, Specs, Lifetime Income Quoting and Illustration Software for Fixed Indexed Annuities, MYGA, RILA, Variable Annuities, and SPIAS.

Quote and Compare Final Expense & Medicare

You’ll become more proactive when it comes to your client’s changing needs, finding the products that best fit their budget. Compare rates and customize your quotes for Medicare Supplement, Medicare Advantage, Drug Plans and Final Expense Life.