If Your Broker Dealer Isn't Giving You Fresh, Crisp, New Leads...
Fire Them and Hire Us
Allmerica Financial: A System for Success
Lead Generation
Through established sponsored market programs with CPA firms,
banks, credit unions and property and casualty firms, you'll receive the
kind of leads you need to grow your client base and meet their long-term
financial needs.
Marketing & Business Planning
Allmerica experts will help you map a strategy for selecting and
penetrating the right market or markets to grow your practice. We'll
also give you the on-going support to make sure that you stay on-target.
Client & Advisor Services
Allmerica gives you an edge by providing you with web-based new
business technology and customer service programs designed for
responsiveness and convenience.
On-Going Local Support
Your local office will provide proven, innovative marketing and
sales support programs brought to you by your field-based associates.
Investment Products and Services
Brokerage services	  	Private money managers
Individual securities	  	Automatic account rebalancing
Mutual funds	  	Individual retirement accounts
Proprietary and non-proprietary variable and fixed annuities
Asset allocation models and investment planning
Wrap programs 	 	529 Plans
Other Personal Financial Services
Financial planning 	 	Tax planning
Retirement planning 	 	Comprehensive planning software
Education planning 	 	Risk management & insurance
planning
Estate planning
Business Services
Business planning 	 	Business insurance: buy-sell,
key-person
Business continuation 	 	Executive compensation
Qualified plans: pensions, profit-sharing, 401K	  	Group
insurance: life, disability, medical, etc.
800-846-8395
Please fill out the form below for more information
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Phone:
City:	  	State:
02-0977
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