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We help INSURANCE PROFESSIONALS increase their sales and their bottom line.
With Upstate, REGISTERED REPS can easily design a HOLISTIC PRACTICE to increase their fixed insurance sales.
One size does not fit all.
Choose the support you need.
Over 40 years of experience.
Get off to a good start.
We are a call away.
You are always the expert.
Let us do the hard part.
Expertise second to none.
Are You Ready?
One size does not fit all, and brokerage can mean different things to different people. We get to know you, your practice and see if what we offer will fit your needs.
Some of our clients want full service support, and others have their own support staff and do not need all of our resources. We work with you to determine the best way to interact with us for your benefit. With superior service, we strive to meet your needs to allow you to do more business.
We have been known as experts in the field of impaired risk for over 40 years. We have access to dedicated underwriters and carriers who assist us in finding the best solution for specific health and financial risks. Examples are heart disease, diabetes, many types of cancer, and as well as getting the amount of coverage your client needs based on financials, to name a few.
We make it easy to do business with us by offering state of the art technology tools, easy one time licensing process, and friendly support to help you get off to a good start.
We are a call away to discuss that difficult situation, whether it be a health issue, or how to solve a financial problem using an insurance product. We can help you develop a solution that makes sense for your client.
Let us review your clients’ current insurance program with our turn key process that will take the preparation time away from you, but provides you with all the information used to develop an analysis so you will always be the expert to your client.
Reg 60 paperwork for our NY agents can be cumbersome. We take the bulk of that process and do it for you. Send us the initial paperwork and we will return a completed disclosure statement that you can then present to your client for signature.
We have all of the available carriers for both non and Partnership products. In addition, we offer hybrid products to fit those clients where a stand alone product doesn’t fit. Along with product, we also have on staff one of the most skilled LTC experts in the industry.
The financial services landscape is rapidly changing. Upstate, and our Broker Dealer, LifeMark Securities Corp., are run by seasoned professionals who have distinguished themselves as having a proactive approach to industry changes. The DOL rule will implement the most sweeping changes we have seen in over 40 years. Are you aligned with partners that will look out for your interest in our ever changing environment? To learn more, click here.
Anti-Money Laundering Training is now required by all insurance carriers. Please note that to Log onto the LIMRA site, you are now required to use your National Producer Number. To obtain this number, please click here to go to NIPR's website. The link for the LIMRA site is here. The carriers are automatically notified.
In addition, please remember that all fixed annuity products require product specific training. If you are planning on selling an annuity, be sure and check what training is required BEFORE taking an application. If you don't, you will have to start over which can be a real problem especially if you are ready to submit with case. Just ask me how I know....
New Signature GUL NY with Guaranteed Cash Out is now available for sale in NY starting 8-1-16. Key features include: