Helping You Navigate the Ever-Changing Environment
The Leaders Group
The Leaders Group provides a cost-effective, flexible program which allows you to select from numerous products along with the other services you need, while being dedicated to you, the client-centered professional. The products provided are variable life, indexed, fixed and variable annuities and mutual fund products. We view our role as that of “facilitator.” We provide you the tools necessary to maximize opportunities today… and build for tomorrow….
SEI (NASDAQ: SEIC) is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management. We help private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.
The SEI Advisor Network provides financial advisors with turnkey wealth management services through outsourced investment strategies; administration and technology platforms; trust, banking, and institutional services; and practice management programs. Through these services, SEI helps advisors save time, grow revenues, and differentiate themselves in the market. The SEI Advisor Network has been serving the independent financial advisor market for more than 16 years, and has over 6,000 advisors who work with SEI. The SEI Advisor Network is a strategic business unit of SEI Investments Co.
As the world evolves, the financial challenges facing your clients evolve too. To help your clients reach their financial goals, you need to see more, know more and do more. eMoney provides visibility into all your client’s assets. So you see more, even assets you don’t manage. You gain a holistic view of your client’s complete financial situation, so you know more about their life style and more about their financial goals. Once you know more, eMoney helps you do more; like getting your clients financially organized, identifying more opportunities to serve their needs, and providing unique online collaboration and monitoring tools. eMoney helps you see more, know more, and do more for your clients. And the more you do, the more clients you will retain and the more new clients you will attract. That’s the eMoney Advantage.
Quick Life is a way for financial advisors, insurance agencies, affinity groups and financial institutions to offer, quote and process life insurance. It is a private label, outsourced solution that gives companies everything they need to offer quality life insurance and fulfillment service. Once the cases are submitted, the Quick Life processing center performs all quality control, processing, requirement chasing and case management on the policies to get them in force most efficiently. A central dashboard allows advisors to refer clients, submit electronic applications, check case status, run reports, and communicate with their own dedicated Quick Life team. It is the most efficient way to distribute high volumes of life insurance.