Need a solution for wealth preservation and transfer, business succession, executive benefits, or charitable giving scenarios?

Baker Associates is prepared to assist producers and financial advisors with case design and advanced sales concepts, surrounding the sale of life insurance and annuities. We strive to maintain the highest level of expertise to provide you with the solutions you need to make profitable sales.

Our research center is provided below for your usage. We have put together a library of information on important financial topics that we believe you'll find helpful.
Advanced Underwriting Marketing
Baker Associates Now Present: 1035 Presentation
Advanced Underwriting - Reference Documents
Jefferson Pilot presents: Internet-Based Client-Approved P.A.R. Presentation
NAILBA Sales Ideas - Monthly Education Articles
Newsletters & Research