STEP 4: Closing Business

STEP 4: Closing Business has been a member of Linktree for 4 years and joined in March 2022. Resources AllianceClosing has populated their site with include: • Pre-Closing Questions • Close a Term App (Submit) • Close an IUL (Submit) • Close an FIA Fixed Indexed Annuity (Submit) • After Close Conversation • Tracking & Follow-up (Requirements) • Deliver the Policy/Account • Thank you Cards • Generating Referrals after Delivery • Back to Main Client Page