Now the experts you need are only a phone call away. Have a difficult case? Questions regarding possible tax consequences? Unfamiliar with the laws Licensed but not qualified?
Bring the expert directly into your meeting by phone and/or web. Get the answers you need and close the sale.
Get experts on:
Estate Planning
Tax Accounting
Insurance and Annuity Products
Long Term Care
403b, IRA and 457 Regulations
The Florida D.R.O.P. Program
More on the way...
Get the answers you need
Easy to use:
Avoid commission splitting
Pay by the minute
Record your calls
Review and share documents online
Complete applications
Get the information your customers expect
This service is not yet available. Please contact us for more details and availability if you are interested.
Contact Us today for more information about this service
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IAS offers industry compliant web design and hosting at affordable prices. We can integrate our fillable online forms with your website. Your customers or clients will be able to fill out required forms online which saves you time and money!
With our virtual online meeting technology you can share applications and meet with clients online.
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