The Vertical Vision Difference
Vertical Vision aims to be the independent marketing organization (IMO) of choice by creating partnerships, delivering products, and providing services that deliver opportunity to our advisors.
Advisors
Our advisors have produced BILLIONS in premium for the world’s biggest insurance companies. 100% of our revenue comes from the sales generated by our advisors.
We work for you. We are committed to long-term, positive relationships with our independent advisors. We achieve this by offering genuine leads from high value clients offering proprietary products from brand name carriers.
Agencies
Vertical Vision is looking to invest in long term, mutually profitable relationships with growing advisor agencies. Quality matters.
We are continually developing our technology and services. We have created agency alliances that have demonstrated annuity and life growth for numerous companies. Together we have accumulated expertise, products, and resources that will continue to benefit ALL our producers.
IMOs
Our goal is to be your most trusted marketing partner. Our promise is to deliver market-leading service through exceptional industry knowledge, optimized processes, and solution-oriented technology. We achieve this while you maintain your own brand identity (though we can help you with that to).
Advisors
Our advisors have produced BILLIONS in premium for the world’s biggest insurance companies. 100% of our revenue comes from the sales generated by our advisors.
We work for you. We are committed to long-term, positive relationships with our independent advisors. We achieve this by offering genuine leads from high value clients offering proprietary products from brand name carriers.
Agencies
Vertical Vision is looking to invest in long term, mutually profitable relationships with growing advisor agencies. Quality matters.
We are continually developing our technology and services. We have created agency alliances that have demonstrated annuity and life growth for numerous companies. Together we have accumulated expertise, products, and resources that will continue to benefit ALL our producers.
IMOs
Our goal is to be your most trusted marketing partner. Our promise is to deliver market-leading service through exceptional industry knowledge, optimized processes, and solution-oriented technology. We achieve this while you maintain your own brand identity (though we can help you with that too).
Lead Programs & Offers
Home-Grown Leads to Boost Your Sales
Our marketing team is always on the hunt for the freshest lead programs and working with our partners to put them in your hands. Visit the Offers page for a current listing of programs.
Back Office & Contracting Support
Carrier Relations
We provide access to dozens of carriers in annuities and life insurance. We work with the most reputable and recognized brands and make available nearly every annuity and life product currently available in the marketplace. Many products are proprietary and exclusive to Vertical Vision.
Our leadership and contract teams have carrier relationships earned over decades, and have an unmatched level of procedural understanding that will save you time and stress. Not only can we give you access to thousands of products, we will help you get your business issued quickly once you start selling it.
Case Design
We take a collaborative approach to case design and have an experienced team dedicated to this critical process. We offer a vast array of products & pricing so we have no need to limit you to some limited number of policies we might want you to sell. When you submit a case, our team will analyze our available product universe – dozens of carriers and hundreds of products – to match the optimal annuity or Life product solution for any scenario. We can also help with the final process of getting your case submitted to the carrier so that your commission gets paid quickly.
Administrative Services
Time. We create more of this most valuable asset so you can prioritize selling and building relationships. Our experience and know-how in established industry best practices, fintech systems, and differing carrier requirements streamline this for you.
Contract with Vertical Vision
Financial Marketing
We’re here for you. With access to 30+ carriers and hundreds of retirement product solutions, in-house marketing services, affordable proprietary lead systems, and rapid turnaround case design and illustrations, Vertical Vision Financial Marketing can provide what you need to be your client’s most trusted retirement advisor. Let’s get you contracted!