Financial Advisors


Partnership Opportunities



Altegent is currently seeking to establish a very limited number of joint marketing relationships with top-tier financial advisors and other referral parties. These individuals must have existing direct contacts with decision-makers and influencers at major firms.

 

Our Value Proposition

 

For the client firm:

  • Zero net cost executive/partner benefit program.
  • $1 million to $5 million per person death benefit.
  • Guaranteed issue.
  • Can distribute “living benefits” prior to death.

For the referring advisor:

  • Entrée to enhanced multi-life corporate sales.
  • A unique story to tell.
  • Exclusive product. No one else has this!
  • Minimal (or zero) direct cost... the best closing story ever.

Altegent provides:

  • Comprehensive support through the entire sales cycle.
  • Financial resources.
  • Proprietary business methods.

Strategic Alliances

Since the Company’s formation in 2005, the members of Altegent have concentrated on expanding the Positive Advantage program with an emphasis on establishing strategic alliances with leading "household name" insurance and financial services companies to enhance our functional elements.

 

Our Partners

LEAD CARRIER

Based on longstanding professional relationships in the industry, Altegent has collaborated with several top-rated insurance companies. First among these is a diversified financial services company founded in 1865. This carrier offers a range of protection and wealth management products worldwide; and has maintained operations in the U.S. for more than 100 years. The company is listed on the Toronto- (TSX), New York- (NYSE), and Philippine- (PSE) stock exchanges and recorded revenues in 2007 in excess of $20 billion.

This Altegent partner carries the following ratings:

  • Standard & Poor’s:        AA+      (Very Strong)
  • Moody’s:                      Aa2      (Excellent)
  • A.M. Best:                    A++      (Superior)

BENEFITS ADVISORY

Altegent has entered into an exclusive agreement with a well established benefits advisory firm to provide portfolio management advisory and oversight services in connection with the Positive Advantage program. This Altegent partner specializes in advanced financial strategy and product consulting for senior management at corporations and financial institutions. In addition to other operations, it was responsible for the development of a unique BOLI product in partnership with the above global carrier. Since 2001, the firm has placed that product with several hundred institutional purchasers, resulting in aggregate premiums to date in excess of $7 billion.