Annuity Marketing That Works For You

Jason Kestler

At Kestler Financial Group, you’ll have one annuity marketing point of contact that keeps you up to date with products, new regulations, and new insurance carrier initiatives. And they’re not just desk jockeys.

A walk in your shoes

Even after our rigorous screening of new employees, we mandate ongoing training and encourage all of our wholesalers to participate in personal sales. They’ve stood in your shoes. Our wholesalers experience what a sales scenario feels like. You benefit from their experience by working with a marketing team that understands the world you work in.

Our marketing department consists of some of the brightest and most talented insurance wholesalers in the country. All of our internal wholesalers are insurance-licensed, participate in continuing education, take the exams for securities licensing, and ultimately acquire industry certifications.

Whether providing prospecting ideas, explaining a new product, or acting as a personal mentor, your wholesaler will become an integral part of your business.

Are You Chasing Paper To Get Paid?

With Kestler’s guidance I was able to leverage my time and productivity. Now I consistently earn a seven figure income and spend even more time with my family.
— Leslie Long, Blue Bell, PA

How much time and money is chasing paper costing you? Industry wide, only 37% of the business submitted to insurance carriers by independent agents is considered clean and ready to process. Every case that bounces back to you costs you time that you won’t be utilizing to prospect and sell – eroding your bottom line.

You didn’t get into business to spend your time tracking down business that has fallen into a black hole.

We are your back office

Every policy you sell with Kestler Financial is expedited through the system by a team of case managers with an award-winning* custom database that manages the tedious details of management for you from the moment you submit your sale to us.

Each of your applications is sent to a specialized team member to review for errors, outdated documents, and missing information. Your case manager can tell you that 99.6% of the business submitted to insurance carriers from our office is considered to be clean.

Kestler Financial’s system is so efficient and accurate that specific insurance carriers require you to submit your business through Kestler Financial’s case management team.

Submission to commission

What other Independent Marketing Organization can offer to shorten the time from submission of your business to payment of commission by nearly 40%? That’s what Kestler Financial’s case management can offer your business.

Case Management department responsibilities

  • Scrub new applications
  • Follow-up on pending business for timely processing and commission payout
  • Set scheduled activities to contact carrier regarding status
  • Process licensing and contracting
  • Assist agent with commission issues
  • Image all received documents
  • Manage service requests, product and policy changes, conversions, conservation notification, death claims, payment processing, etc.

Ours is a system developed over the years to work for you today and grow with you tomorrow, while you focus on what you do best – building your business.

Case Management’s promise to you

  • Completed applications are processed and sent to the carrier the same day they are received.
  • Incomplete applications require agent notification and resolution within 48 hours of receipt.
  • Complete agent contracting is submitted to carrier within 24 hours of receipt.

Time is an agent’s most precious and irreplaceable asset. Contact us today to find out more about how the Kestler Financial difference puts money in your pocket and time back on the clock.


*Our custom designed database platform was recently awarded the Silver Medal from the National Center for Database Marketing in honor of outstanding achievement in database marketing and for exemplary success in multichannel marketing. Four silver medals were awarded, our co-honorees included, AT&T, 21st Century, and The Hartford Financial Services Group. We edged out the likes of IBM, AOL, and Dell.