Illustrations and Case Design

Illustrations and Case DesignCase design and illustrations are no longer just an option or a sales-tool. These time-consuming events and efforts are now a requirement for every Qualified sale you will make and it may be wise to consider them a requirement for all of your future sales regardless of tax-status. And that is where Bedrock Financial Services comes in. Bedrock and our team of experienced product specialists will help you with this research – helping you analyze the options that will offer your client the best possible solution.

Let Bedrock compare the options available to you and handle the time-consuming tasks of;

  • Individual product presentations
  • Product comparisons
  • Rider comparisons
  • Scheduled Income Payout System (SIPS) illustrations
  • Roth conversion illustrations
  • Stretch IRA illustrations
Yes, I want the opportunity to take advantage of Bedrock’s exclusive marketing opportunities